UBS Financial Services - Cary Hall, Jr


In a world of confusing headlines and challenging markets, it takes more than investment guidance to help you confidently move forward. It takes an understanding of your entire financial life, your hopes and dreams. You also need a clear road map for getting where you need to go. As your personal advocate, I can provide you with advice that is tailored to your circumstances and priorities. I'll begin with a comprehensive plan for all you'd like your wealth to achieve. Over time, I will continue to adjust it, should circumstances change, so you can embrace your financial future with confidence no matter what the environment. Cary L. Hall Jr. is a Senior Vice President - Wealth Management and a Wealth Advisor and portfolio manager at UBS. Mr. Hall has over 20 years of experience in the capital markets as a financial advisor for a select group of high net worth individuals, foundations and business owners. In 1993, he began his financial practice at Merrill Lynch. He joined UBS/PaineWebber in early 1999, immediately gaining recognition graduating top of his class. He was named a top advisor out of 75 advisors at PaineWebber's Advance Training and Client Management Program. Mr. Hall heads up the CLH Group at UBS and has extensive experience in tailoring financial strategies for corporate executives, attorneys, judges, doctors, retirees, professional athletes, entertainers and other private families. He advises his clients on wealth preservation, wealth transfer, portfolio risk and cash management. He also structures and monitors pension plans, profit-sharing and 401K plans. His client base is widespread throughout the United States. Mr. Hall received a BA from California State University, Sacramento in Business Management. In 1986, he began a career as a signal officer in the United States Army; serving for fifteen years both on Active Duty and in the Army Reserves where he rose to the rank of Captain. He was awarded the Army Achievement Medal and the Army Commendation Medal for his exemplary management of satellite, microwave stations and telecommunication centers in Germany. Mr. Hall is a frequent speaker at universities, organizations and companies across the nation that are both public and private. He lectures on topics such as leadership, networking, financial planning, wealth preservation and investment management strategies. He has served as a director on the Board of Directors of OHBM, Inc. of New York for eight years and served on the Foundation Board of Phoenix House for five years. Long distance running, golf, chess, and reading are among his favorite pastimes.


100 Overlook Center
Suite 100
Princeton Junction, New Jersey 08540
United States

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