Gerald Hall serves as a Principal and Senior Financial Advisor in the Fredonia, New York office of HBKS® Wealth Advisors (HBKS®). He specializes in providing financial solutions for business owners and professionals. Being a previous business owner himself, he understands the needs of entrepreneurs, and works with them to help manage and grow their enterprise
Mr. Hall began his financial services career in 1994, working at Metlife and Merrill Lynch. In 2002, he began working with Raymond James Financial Services as an Investment Advisor Representative and in 2016 Mr. Hall joined HBKS® after Comprehensive Wealth Solutions merged with the firm.
Mr. Hall graduated from Jamestown Business College in 1988, with a Degree in Business Administration and a minor in Accounting and prior to that did course work at SUNY Fredonia for several years. He holds the Wealth Management Specialist designation.
Mr. Hall is an active member of the Rotary Club and a dedicated community supporter. He presently sits on the boards of directors for Boys and Girls Club of Northern Chautauqua County and the Northern Chautauqua Community Foundation. When not assisting clients, Mr. Hall enjoys playing golf, skiing, traveling, and spending time with his wife Sarah, and three sons, Tyler, Nathan and Zachary.