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, honored with the Five Star Wealth Manager award in 2013¹ and named one of the “Nation’s Top 250 Wealth Advisors” by Worth Magazine in 2008². 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 and has also served as an adjunct professor 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.

²Worth’s annual Top Wealth Advisor November 2008 issue included Robin Hall in the 2008 Top 250 list of advisors. Worth invited readers to nominate advisors they believe demonstrate professional expertise, supplemented by nominations from financial institutions and industry associations. Nominated advisors completed a detailed questionnaire covering their credentials, customer service approach, portfolio management strategies, and risk assessment. Additional data included firm assets, client net worth, and minimum asset requirements. Selections were based on the quality of responses and insights into the investment climate. A preliminary list was compiled, with efforts made to verify the accuracy of the provided information. Ranking criteria included firm assets, largest client net worth, median client net worth, and minimum assets required for new clients.

No payment was required to be considered for or included in the published list. Inclusion on this list is not representative of any one client's experience and is not indicative of future performance. Third-party rankings and recognition from ratings services, or publications, are no guarantee of future investment success. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. Generally, ratings, rankings, and recognition are based on information prepared and submitted by the advisor.

Robin Hall was registered with another firm at the time of inclusion, whose business models may not accurately reflect the business model of BridgePort Financial Solutions today. Robin Hall operated on both a commission and fee basis at the time of inclusion.

Robin does not offer legal services through BridgePort Financial Solutions, LLC.