John Hall

  • AIF®

Financial Advisor

“I believe that the key to strong relationships with my clients is trust; my clients’ best interest is always at the forefront of my recommendations.”

John Hall joined Carroll Financial in 2011 after more than eight years in the financial industry. His previous experience includes working on both the individual and institutional sides of the business at Morgan Stanley and Vanguard. John graduated from The University of Arizona with a degree in Economics, with a focus on business.

John believes that the key to his strong relationships with clients is trust; his clients’ best interest is always at the forefront of his recommendations. John works closely with each of his clients to develop an individualized plan designed to help reach their financial goals, whether they are concerned with retirement, business planning, wealth management, or other issues. His clients include successful professionals, retirees, corporate plans, and individuals seeking sound financial guidance.

John and his wife, Ashley, have three children and live in south Charlotte. He is an avid golfer and enjoys traveling with his family. John is involved with The Animal Rescue Foundation and The Foundation for Animals in Risk. John and his family are active members at St. Matthews Church.

John Hall's Approach

I believe that the key to strong relationships with my clients is trust; my clients’ best interest is always at the forefront of my recommendations.

- John Hall

John works closely with each of his clients to develop an individualized plan designed to help reach their financial goals, whether they are concerned with retirement, business planning, wealth management, or other issues. His clients include successful professionals, retirees, corporate plans, and individuals seeking sound financial guidance.