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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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.
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.
Education
Credentials
Oliver Morgan Hall, Jr., CRPC is also part of:
Zink Wealth Management
Lets connect
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.
Education
Credentials
Oliver Morgan Hall, Jr., CRPC is also part of:
Zink Wealth Management
Lets connect
Roaring 20s: The next stage
Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.
A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
