The Hall Group Experience

“It requires a great deal of boldness and a great deal of caution to make a great fortune, and when you have it, it requires ten times as much skill to keep it.”
– Ralph Waldo Emerson


Here at the Hall group, we provide ultra-high net worth individuals, their families, foundations, and businesses with a wealth management service that is exclusively tailored to each client’s unique financial needs. The Hall group is driven by passion and founded on a culture of excellence. We have access to the vast resources of one of the most prestigious wealth management firms in the world. This allows us to provide our clients with an exclusive global insight while maintaining an intimate and more personal experience. Each plan is carefully crafted in order to help achieve the client’s goals, and is constantly being reviewed and revised as their goals may change. Along the way, we will share our vast insight into the financial markets, to help further maximize your investing potential.

Although our clients come from a wide range of industries, many of them are extremely successful business owners with revenue streams of hundreds of millions of dollars. We take pride in supporting and assisting them as they face obstacles and deal with complexities that they may encounter in selling, managing, or growing their businesses. We are, and always have been, determined to provide exceptional support, in order to create the best possible outcome for all of our clients.

We are proud of what we have accomplished on behalf of our clients over the years. More importantly however, we value the many successful life-long relationships that we have developed with them, and we thank them for putting their trust in us.

In many ways, we consider ourselves the personal Chief Financial Officer for each and every one of our clients.
Services Include
  • Asset Management1
  • Business Planning2
  • Cash Management3
  • Executive Benefit Services4
  • Executive Financial Services5
  • Financial Planning6
  • Life Insurance7
  • Professional Portfolio Management8
  • Retirement Planning9
  • Trust Services*
  • Wealth Consulting
  • Wealth Management10
  • Estate Planning Strategies11
  • Business Succession Planning12
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Business Owners

Over the years we have worked alongside successful business owners, assisting them with all of their specific needs. We understand how important your business is to you. We believe that it is crucial to have the correct guidance throughout all of the different phases of the business life cycle. Whether it be; expansion, consolidation, acquisition or succession, we will work hand and hand with you in order to strategize the most opportune times and methods to do so. We focus on simplifying the whole process, so that the owner can spend more time doing what truly matters to them.
We focus on the following:
• Succession planning
• Business Management
• Retirement plans
• Expansion
• Advisory

    Working With You

    Discovery
    While every client situation is unique, we begin by learning about you, your family and your financial complexities.

    Formulation
    Identify planning techniques that may be effectively tailored to your personal and financial objectives.

    Creation
    Develop a customized asset allocation mix that reflects risk, opportunities and taxation across multiple entities while integrating your investing and estate plans.

    Integration
    These short-term adjustments in asset allocations seek to take advantage of opportunities created by temporary market distortions.

    Implementation
    After comprehensive due diligence and extensive analysis of expected results across a range of market scenarios, investment strategies are combined to create your portfolio.

    Assessment
    Coordinating with you and your outside advisors, we can conduct ongoing reviews and comprehensive reporting to ensure that your strategy adapts to meet your needs.

        Our Clients

        Every one of our clients receives our full attention and focus, while creating meaningful and long lasting relationships in the process. We are experienced and capable of delivering the strategies that they require in order to help achieve each and every one of their very specific financial goals and ambitions. Our clients come from a wide range of industries all across the country, they include:
        • Ultra-high net worth families and individuals
        • Business owners
        • Construction companies
        • Technology Companies
        • Professional Athletes
        • CEO's
        • Corporations
        • Accounting Firms
        • Law Firms
        • Medical professionals
        • Financial professionals
        • Corporate Executives
        • Retirees

          Location

          1300 Franklin Avenue
          Garden City, NY 11530
          US
          Direct:
          (516) 683-3111(516) 683-3111
          Toll-Free:
          (800) 473-0031(800) 473-0031

          Meet The Hall Group

          About Me

          Michael is a Executive Director, Family Wealth Advisor, Senior Portfolio Management Director & Wealth Advisor. Michael has been investing in the markets for over 30 years; the weight of his career has been focused on Ultra High Net Worth individuals and families, Small Business Owners, Corporations and Pension Plans. He prides himself on being each of his clients personal CFO, taking on the full responsibility of each and every one of his clients financial lives. Michael lives on the North Shore of Long Island with his wife and his four children.

          33 Years of Experience in the markets

          26 Years advising business owners, pension plans, corporate clients and high net worth individuals

          1999 - Present: Executive Director, Senior Portfolio Management Director, and Family Wealth Advisor, Morgan Stanley*

          1993 - 1999: Sr. Vice President, Paine Webber
          Securities Agent: WA, VA, UT, SC, RI, PA, NY, NV, NJ, NC, MA, GA, FL, CT, CO, CA, AZ; General Securities Representative
          NMLS#: 1272769

          About Me

          Karen has more than 22 years of financial services industry experience. Her responsibilities include assisting in outside manager due diligence and monitoring, conducting account performance reviews and helping ensure asset allocations are aligned with a client’s profile. In addition, Karen focuses on creating the team’s custom Impact Investing portfolios.

          Karen began her financial services career at Alex Brown & Sons in 1990. Nine years later, she joined Deutsche Bank, where she was a Director of Middle Markets Equity Sales Coverage Trading, Private Wealth Management Associate and Assistant Vice President of Sales. In 2013, Karen moved to Credit Suisse’s Private Banking Division to work with a team whose focus was on biotechnology and healthcare institutional accounts. She joined Morgan Stanley in 2015.

          Karen is a Master/Teacher of the Usui System of Reiki and has been honored to educate and certify many students in all levels of Reiki. Her students have gone on to practice throughout the U.S.

          Karen studied coursework in Business Administration at Towson State University and holds her FINRA Series 7, 63, 66 and 24 licenses.
          From Our Team

          Family-Owned Business Succession Strategies


          Investment and Market Perspectives

          On the Markets

          Business Planning

          Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
          • Succession Planning
          • Business Planning
          • Retirement Plan Sponsors
          • Qualified Retirement Plans
          • Corporate Pension Funds
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          Investing

          Working closely with you to guide your wealth and investments through the most challenging market cycles.
          • Asset Management
          • Wealth Planning
          • Traditional Investments
          • Alternative Investments
          • Impact Investing
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          Family

          Creating customized financial strategies for the challenges that today's families face.
          • Estate Planning Strategies
          • 529 Plans / Education Savings Planning
          • Long Term Care Insurance
          • Special Needs Planning
          • Trust Services
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          Retirement

          Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
          • 401(k) Rollovers
          • IRA Plans
          • Retirement Income Strategies
          • Retirement Plan Participants
          • Annuities
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          Ready to start a conversation? Contact The Hall Group today.
          Market Information Delayed 20 Minutes
          1Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

          2Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

          3Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.

          Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY

          4Tax laws are complex and subject to change. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice and are not “fiduciaries” (under ERISA, the Internal Revenue Code or otherwise) with respect to the services or activities described herein except as otherwise provided in writing by Morgan Stanley and/or as described at www.morganstanley.com/disclosures/dol . Individuals are encouraged to consult their tax and legal advisors (a) before establishing a retirement plan or account, and (b) regarding any potential tax, ERISA and related consequences of any investments made under such plan or account.

          5Tax laws are complex and subject to change. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice and are not “fiduciaries” (under ERISA, the Internal Revenue Code or otherwise) with respect to the services or activities described herein except as otherwise provided in writing by Morgan Stanley and/or as described at www.morganstanley.com/disclosures/dol . Individuals are encouraged to consult their tax and legal advisors (a) before establishing a retirement plan or account, and (b) regarding any potential tax, ERISA and related consequences of any investments made under such plan or account.

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          9Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

          10Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

          11Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.

          12Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

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