Cary Hall is the founder and CEO of CLH Wealth Management, LLC. Cary has worked in
the capital markets and provided financial planning and investment advice for over 30 years. He
holds his Series 7, Series 63, Series 65 securities registrations with LPL Financial, Life and Health Insurance licensed. He is a frequent speaker on a myriad of wealth management topics to companies, churches, employee resource groups, and business and industry conferences nationwide.
Prior to working in the financial services industry, he served as a Captain in the US Army Signal Corps, wherein he developed a strong work ethic, coupled with focus, discipline, accountability, and punctuality. Today, these attributes help him execute and implement strategies for his clients, many of whom are fellow veterans.
His career as a financial advisor began at Merrill Lynch in 1993, and he was promoted to management four years later. In 1999, he was recruited by UBS/PaineWebber, the largest Swiss bank* in the world, where he rebuilt his client base one client at a time. He spent 20 years at UBS, during which he attained the designation of Senior Vice President and Portfolio Manager and managed his own team, The CLH Group. In 2019, he launched his own independent financial services firm, CLH Wealth Management, LLC.
Cary works with a wide array of clients, including C-suite executives, business owners and professionals, attorneys, physicians, and technology officers. He works with a select group of high-profile clients in the sports and entertainment industries. His client base spans the nation.
Cary resides in Princeton, NJ. His favorite pastimes include spending time with family and friends, reading, playing chess, running cross-country, traveling, and volunteering with his favorite charities and non-profits.
*https://www.relbanks.com/rankings/top-swiss-banks