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
  • TN
  • 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
Suite 2900
New Orleans, LA 70112

Email Me

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

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Turn possibilities into a plan

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A leading global wealth manager

Texas

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Support and resources

Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.

Learn how you can get involved and make an impact through the UBS Optimus Foundation.

The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.

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Backed by the strength of our parent company, UBS AG

$6 trn

UBS Group invested assets
As of 12/31/2024

51 countries

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UBS is a leading and truly global wealth manager

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