Jessica Burris

David Hall is a Wealth Management Advisor with Merrill Lynch Wealth Management, specializing in sophisticated planning solutions for corporate executives and business owners. He leads the Hall Crawford Group, which focuses on providing a limited number of families with comprehensive wealth management services, including access to money managers and planning resources typical of a top-tier wealth management firm. With over fifteen years of experience in the financial services industry, David concentrates on addressing complex financial needs such as tax efficiency, executive compensation plans, trust and philanthropic planning, and tailored strategies for closely held business owners. He holds the Certified Private Wealth Advisor® (CPWA®) and Personal Investment Advisor (PIA) designations. David earned his bachelor's degree from Appalachian State University and is affiliated with professional organizations including the Investments and Wealth Institute and the Appalachian State Alumni. David is engaged in community initiatives, having served as Chair of Corporate Engagement on the YMCA Impact Committee and as former Board Chair of the Parkinson Association of the Carolinas. He also is a Strategic Alliance Partner with the Entrepreneur's Organization. David lives in the Eastover neighborhood of Charlotte with his wife, Jill, and their two sons. His personal interests include biking, cooking, golfing, hiking, interior decorating, music, running, skiing, spending time with family, and tennis.