Bridge to a more bullish future?

In just 15 minutes, our strategists offer their insights on the markets at midyear and ways you can prepare for the potential opportunities and risks ahead.

Save the date

Merrill lynch

The Hall Group

Learn more about an advisor's background on
FINRA's BrokerCheck

Merrill Lynch
Wealth Management


At the Hall Group, we help people enjoy the results of their hard work, advancing more secure and fulfilling lives for themselves and the people they care about.

Welcome

Managing your wealth requires time, insight, and perspective. Our team can help you integrate multiple aspects of your wealth into a more cohesive whole.

We’re the Hall Group, a Merrill Lynch Wealth Management team located in Portland, Oregon. We work closely with individuals, families, and their businesses, listening closely to what they want to accomplish and helping them pursue those aims more effectively.

Clients come to us with various needs. Some are looking ahead to retirement, wondering about the timing and feasibility of that milestone. Others are already enjoying retirement, eager to secure a reliable income stream. Others are in the process of actively building their wealth, saving for important life goals, like a first or second home, a child’s education, or a once-in-a-lifetime trip. Still others come to us for the direction and coordination we can provide—helping them organize and manage their financial affairs, allowing them to focus on their personal and professional priorities.

Our team’s Advisors, Stuart Hall and Tommy Elrod, are accustomed to having a meaningful impact on the clients they serve. Veterans in their field, they offer the knowledge and insight that can only stem from experience. Clients look to them not only for their technical insight, but also for the genuine  personal connections they develop with clients and their family members. Many of the team’s client relationships have grown into trusted friendships, evolving as multiple generations pursue their vision of a satisfying and secure financial life.

If you would like to speak with a member of our team about your finances, please feel free to email Stuart Hall, stuart_hall@ml.com, or Tommy Elrod, thomas.w.elrod@ml.com. Alternatively, please see the red “Contact Us” button or the white “Request Appointment” button at the top of our website. We look forward to discussing your needs relative to our capabilities.

The Difference We Offer

We designed our team with one purpose in mind: to offer an exceptional experience to the individuals and families we serve. With this goal in mind, we believe we have created a different kind of experience:

·         We ground our work in integrity. This quality is the foundation of who we are and how we serve.

·          We build strong relationships. We’re good listeners, attuned to what clients want to accomplish, what they’re concerned about, and how they define a satisfying life. After learning all we can, we get to work, helping clients resolve the issues they’ve been meaning to address for some time.

·         We’re here for the long term. We’ve purposefully built our team to span multiple generations. That structure allows us to offer continuity and coverage, not just for the near term, but for decades ahead.

·         We stay involved. When we work with a client, we develop a detailed plan to help gauge our progress toward their goals. This plan is a living, breathing document. As clients’ lives change, we refine our approach, looking for ways to smooth the path toward their new objectives.

·         We prioritize client comfort. If an issue is important to a client, it is important to us. We look to develop strong relationships with both members of a couple, so that both individuals are heard and understood. We are also accessible, for questions large or small.

·         We prioritize client privacy, incorporating Merrill’s rigorous protocols to help maintain account integrity and security and prevent fraud. 

·         We are honored to walk with clients through important decisions in their lives, offering the dedication and commitment we would want for our own families.

Capabilities

Offering you the investment insights of Merrill and access to the credit, lending and banking convenience of Bank of America allows us to help you devise potential strategies designed to grow, preserve and distribute your wealth. We’ll work to exceed your expectations through a proactive approach to communication, attention to personalized service and a commitment to continuing financial education.

Meet the Team

Supported by the global resources of Merrill, our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.

Additional Resources

The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.

Marci White

Wealth Management Lending Officer

Bank of America, N.A.

NMLS #986796

Alicia Eliason

Wealth Management Banking Specialist

Merrill

Staying on Track

We understand that both your life and the financial markets can change over time. By checking in to discuss changes in your life and revisiting your financial approach, our goal is to help you stay on track to achieve what's most important to you.



Reviews to help you
stay on track

We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.



    Changes in your life
    and to your goals

    Your life and goals change. As these changes occur, we can update your approach to reflect them.

    #DigitalMerrill

    MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.

    Your advisor is a click away within our site or mobile apps

    You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features

    Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool

      Let’s Have a Conversation

      Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together we can help you create a financial approach that reflects your personality. Only then can we offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.

      Why Merrill?

      As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.


      MLBrochure.png

      We put you first, every day.
      Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch Wealth Management Advisor.

      Anthem video thumb.jpg 
      Transcript of Video 

      No question too big or moment too small
      For every question you have, every decision you make and every answer you need, we are with you to listen and help guide you along the many paths your life can take. Watch this video to see some questions we can address together.


      The Power of the Right Advisor®
      Working with a dedicated Merrill advisor means you get personalized investment strategies from Merrill plus access to comprehensive financial solutions only Bank of America can deliver.

      Personalized advice from a dedicated financial advisor.

      We get to know you and your family, your financial situation and what matters most to you.

      A comprehensive approach, built around your life’s priorities.

      Drawing from our experience and the best thinking of Merrill, together we will design an approach that reflects your unique needs, priorities and financial situation.

      Adjusting your investment approach as your life and the markets change.

      We will work to help you stay on track, regardless of what the markets are doing.