David Hall, AFIM, CISP

Experience

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  National City Bank

  Jan 1988 - Jan 2011

  Private Banker
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  PNC Wealth Management

  Aug 1988 - Mar 2011

  Banking Advisor

  I recommend personal credit & deposit solutions for high income and high net worth individuals.

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  Bank One

  Mar 1995 - Jun 2000

  Credit
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  Fifth Third Bank

  Mar 2011 - Feb 2013

  Private Banker

  I SIMPLIFY financial complexity for our top 1% of the bank's clients by CHALLENGING and COLLABORATING with them to ARTICULATE and ACHIEVE their goals. I act as a relationship manager and use my knowledge of wealth management and private banking services to keep busy professionals focused on what they do best and spend less time worrying about their personal finances. I also work with other wealth management professionals here at Fifth Third Bank to provide services such as, risk management, treasury management, investment services, estate planning, business succession planning, retirement planning, tax and insurance services in addition to providing information on financial market trends. Show less

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  Home Savings

  Feb 2013 - Jan 2020

  Vice President, Private Banker

  Working with busy professionals, executives and entrepreneurs to simplify their financial lives.I provide a unique client experience through exceptional service and an array of financial products which meet all client’s needs. As your Private Banker I offer the following services: * Single point of contact for all of your personal banking needs.* Specialized deposit products, catered to meet our most affluent client's needs.* Unique financial solutions to meet the most complex lending situations.* Retirement planning and management that includes working with IRA's and creating an open architecture that allows investments in traditional assets as well as non-traditional assets such as real estate, oil & gas interests, closely held businesses, notes and a variety of other assets within their tax-favored accounts. Show less

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  The Preferred Legacy National Trust Bank

  Jan 2020 - now

  Vice President, Investment Strategist & Bank Advisory Officer

  When it comes to finding a better solution for your financial situation, we understand how time consuming it can be to find the answer for your unique circumstances. Our bank advisory program provides you with independent advice to help alleviate the stress of determining which banking services align with your goals and objectives. Our holistic and all-inclusive approach gives us the ability to work independently with any bank in your community to uncover the best rates for deposits and loans; all while bringing these opportunities directly to you, so you can spend more time focusing on what matters to you most. Show less