Greg Hall

Greg Hall, CPA*, CFP®, is a Managing Director on the Client Advisory Team. He serves as a senior advisor, primary contact, and coordinator for all private wealth management client services. Greg provides the comprehensive financial planning and oversight process for clients by identifying, implementing, and monitoring strategies that help meet each client’s investment, financial, charitable, family legacy, and wealth-transfer goals. He serves on Tolleson Private Wealth Management’s Investment Committee.

Throughout his career, Greg has specialized in serving wealthy clients. In 1994, he joined the Dallas office of KPMG, where he was Senior Manager of the personal financial planning group. There, he offered objective investment, tax and financial planning advice to clients who included wealthy families, business owners, and company executives.

Greg graduated cum laude from Texas Tech University, where he earned his Master of Science in Accounting with a tax concentration. He is a member of the American Institute of Certified Public Accountants and the Texas Society of Certified Public Accountants. Greg is a Certified Financial Planner™ and an investment advisor representative. He also serves as an Emeritus Member of the Texas Tech Rawls Business School Advisory council assisting in mentoring students, networking with graduates, and scholarship fundraising.

*This firm is not a CPA firm.