Stuart Hall is a Senior Vice President, a Wealth Management Advisor, and the founder of the Hall Group at Merrill in Portland, Oregon. Stuart works closely with individuals, families, and businesses, helping them enact a more purposeful approach to their wealth. He offers the knowledge and insight he has gained from working extensively with business owners, executives, professionals, and multiple generations of families, sharing best practices and supporting clients in pursuing their distinctive goals.

Stuart feels that clients look to him for evenhanded advice and seasoned judgment, qualities that reflect his first-hand experience in advising an accomplished clientele. He begins each relationship by helping clients discern what they want to accomplish with their wealth. A veteran Advisor, Stuart addresses important issues, like the timing and sequence of retirement, or the need to organize and simplify diverse components of a client’s finances. In addition, he recognizes that “wealth” encompasses priorities beyond a client’s balance sheet. He strives to understand each person’s intentions, family obligations, concerns, and aspirations so that he can better support steady progress toward meaningful metrics.

Stuart began his financial services career in 1994 and joined Merrill in 1998. With more than two decades at the firm, he is skilled in connecting clients to the resources and capabilities—enterprise wide—that can have a measurable impact on their lives and legacies. His tenure and continuity also facilitate his effectiveness in advancing client goals. He has particular depth in investing, retirement strategy, and trust and estate planning services. Stuart graduated from the University of Oregon, earning his B.S. in economics and a minor in business. Within Merrill, Stuart is a qualified Portfolio Manager. As a Portfolio Manager, he can help clients pursue their objectives by managing on a discretionary basis his own personalized or defined strategies, which may incorporate individual stocks and bonds, Merrill Lynch Wealth Management model portfolios, and third-party investment strategies. Stuart has also attained the Chartered Financial Consultant® designation (ChFC®).

Committed to his community, Stuart is an active volunteer with a number of area organizations, including Family Promise, which provides housing and meals for families experiencing homelessness, and Sunset Presbyterian Church, where he volunteers for its food and holiday toy drives. Previously, he served as the president of Sunset Youth Football and coached a number of youth football, basketball, and baseball teams.

Stuart lives in Portland with his wife Kathy and has three adult children, Spencer, Grant, and Lauren, and two daughters-in-law, Laura and Mai Anh. In his free time, Stuart enjoys playing golf, skiing, and supporting University of Oregon athletics.

*Trust and fiduciary services are provided by Bank of America Private Bank, a division of Bank of America, N.A., Member FDIC, or U.S. Trust Company of Delaware. Both are wholly owned subsidiaries of Bank of America Corporation.

Tommy Elrod is a Senior Financial Advisor with the Hall Group at Merrill in Portland, Oregon. Tommy approaches his work with key principles in mind: He treats others as he would like his own family to be treated. He appreciates the singularity of each person’s path. And he believes in the life-changing impact that a cohesive financial framework can yield.

Tommy feels that clients look to him for the warmth, attentiveness, and commitment that characterize close relationships. He listens intently, eager to appreciate clients’ needs and reflect on their aspirations. Tommy then puts a detailed strategy in place, connecting clients to the capabilities that can support measurable progress toward their dreams and intentions. He guides clients from diverse backgrounds and life stages, including couples contemplating retirement and mid-career professionals, to younger families and recent graduates. To each client, Tommy brings a talent for communicating clearly, explaining financial concepts in manner that is concrete and understandable.

Tommy has worked as a Financial Advisor since 2012. He has particular depth in wealth strategy, helping clients assemble the various components of their financial lives into an integrated whole. He earned his Bachelor’s degree from Sacramento State, where he was a member of the varsity baseball team. Committed to bringing clients innovative ideas, Tommy has attained the Accredited Wealth Management Advisor, AWMA designation.

In light of his client-focused approach, Merrill’s leadership team asked Tommy to serve as the Coordinator for Portland’s Financial Advisor Development Program. In this role, Tommy guides and mentors newer Advisors at the firm, helping them identify best practices and develop strong client relationships. Tommy also serves as Vice Chair of the Associates Council Steering Committee for the Oregon Columbia Chapter of Associated General Contractors, a position that allows him to stay apprised of trends in Portland’s construction industry.

Tommy and his wife Juliann have four young daughters, Quinn, Isla, Hattie, and Sutton. Life at the Elrod house is joyful and full, and includes lots of love lavished on the family’s yellow lab, Riggins. Originally from the central valley of California, Tommy moved to Portland to be closer to Juliann’s family. Now, Portland feels profoundly like home—so much so that Tommy has convinced his own parents to move North. Tommy is very involved in his local church, where he leads the men’s ministry and serves on the Financial Advisory Team. When time allows, he occasionally hits the golf course and attempts his baseball swing—an effort, he reports, that typically ends poorly.