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.

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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

Three generations in apple orchard

Turn possibilities into a plan

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A leading global wealth manager

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The first 100 days

Is your portfolio ready?

In the first 100 days of a second Trump administration, policy uncertainty continues to dominate. Do you have questions about the impact of tariffs, inflation and geopolitical developments on your investment strategy?

We’re here to help you make sense of it all and move forward with confidence. Make sure your portfolio is prepared for ongoing market volatility.

A leader in wealth management

Backed by the strength of our parent company, UBS AG

$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

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