Robin A. Hall, J.D., CFP®

Private Wealth Advisor

317-496-7573 
robin.hall@bridgeport.financial

Robin is a Private Wealth Advisor with BridgePort Financial Solutions (BridgePort). Prior to joining BridgePort, he was the Founder and Managing Director at Premier Wealth Advisors. Robin has an extensive background in providing sophisticated financial planning consulting services to institutions, nonprofit organizations, and high-net-worth individuals. He has a long history of – and continues to focus his practice on – providing investment management as well as financial and estate planning advice to high-net-worth and ultra-high-net-worth clients.

Robin has held senior-level investment and financial consulting positions with several high-profile investment firms including Merrill Lynch Private Client Services, STAR Wealth Management, and PNC Wealth Management & Private Client Bank.

Robin is a nationally recognized wealth advisor, having received the Five Star Wealth Manager award in 20131. He has written several published articles as well as having been a speaker at several national conferences on topics including investment management, financial planning, executive compensation, and estate and succession planning. 

Robin is a licensed attorney and CERTIFIED FINANCIAL PLANNER® professional. He has also served as an adjunct professor at the Indiana University School of Law and the Kelley School of Business at Indiana University Indianapolis.

 

1To receive the Five Star Wealth Manager award, individuals must satisfy a series of eligibility and evaluation criteria associated with wealth managers who provide services to clients. Recipients are identified through research conducted by industry peers and firms. Third party rankings and recognitions from rating services or publications are not indicative of past or future investment performance. For more information, go to www.fivestarprofessional.com

BridgePort Financial Solutions, LLC is a Registered Investment Adviser with the U.S. Securities & Exchange Commission. Registration does not imply a certain level of skill or training. BridgePort provides individual client services only in states in which it is filed or where an exemption or exclusion from such filing exists. All written content is for informational purposes only. Clients should consult their advisor with regard to any questions they may have. Past performance does not guarantee future performance. Independent advice should be sought in all cases.


 

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