How can you pursue what matters most?

By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.

Artist building frame

Oliver Morgan Hall, Jr., CRPC

First Vice President–Wealth Management

Morgan began his career over 49 years ago. Positions in bank lending, management and owning a small business ultimately led Morgan to working with clients to create and preserve their wealth. Morgan has expertise in insurance solutions and retirement planning to help clients achieve their goals. Morgan joined UBS in 2008 after 10 years at Morgan Keegan.

Morgan graduated from The University of the South (Sewanee) in 1969 with a BA in Political Science. He currently holds Series 7 and 63 securities licenses along with his Life, Accident and Health Insurance license.  He also holds a Chartered Retirement Planning Counselor (CRPC) designation. He is a member or the Southern Yacht Club and enjoys leisure activities with his family, sailing and fishing.

Registered States:
  • AL
  • AZ
  • CA
  • CO
  • FL
  • GA
  • IN
  • KY
  • LA
  • MA
  • MD
  • MI
  • MO
  • MS
  • NC
  • NH
  • NY
  • TX
  • UT
  • VA
  • WA
  • WI

Education

  • BA in Political Science, The University of the South (Sewanee)

Credentials

  • Chartered Retirement Planning Counselor
909 Poydras Street
Suite 2900
Suite 2900
New Orleans, LA 70112
  • (504) 584-5685

Email Me

Oliver Morgan Hall, Jr., CRPC is also part of:
Zink Wealth Management

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UBS and Credit Suisse—stronger than ever

Managing wealth is our craft

We’re committed to understanding what wealth means for you.

At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

Backed by the strength of UBS

A global leader in wealth management

$5+ trillion

In invested assets globally 
As of 11/07/2023

51 countries

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Global leader

UBS is a world-leading wealth manager

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