Annette Hall, Private Wealth Manager
Annette has over thirty years of experience in the wealth management industry. Utilizing a more holistic approach for her clients, she delivers the core elements of financial & estate planning combined with her strong experience in private banking. Ms. Hall has helped countless clients with the challenges of multi-generational planning, effective use of trusts, insurance protection and collateralized lending for art or yachts. Annette compliments our practice with a high touch approach to her clients’ needs.
Annette holds a Bachelor of Science in Fashion Merchandising/Design and Art History from the University of Utah. She is also a member of the Hellenic American Banker’s Association and Hellenic Professional Women.
Annette is an Investment Advisor Representative with Spire Wealth Management, LLC, office located at 100 Stony Brook Court Newburgh, NY.