Bill Hall

Managing Director

William Hall III is a speaker, and an educator. Bill has spent over 38 years in the financial services industry.

He has mentored hundreds of advisors and helped over 500 clients to reduce their taxes. Of those clients, many saw significant tax reductions in the hundreds of thousands of dollars.

The National Association of Life Underwriters presented Bill with Top of the Table status for the seven straight years he was in private practice. Bill helps the affluent and ultra-wealthy to focus on advanced tax strategies first. Today, Bill’s strategies are utilized by many prosperous business owners and individuals with assets from $2 million to over $1 billion.

Bill wants his clients to know that tax planning and tax preparation, accounting are two separate professions, so there is never a conflict of interest when working with the CPAs of his prospective new clients.

Today, Bill lives in Cornelius, North Carolina, with his wife Tracie. He has five children and two grandchildren. Bill enjoys mountain biking, fishing, golfing, and mentoring CPAs, financial planners, and other financial professionals. Bill is actively involved as a mentor to many advisors throughout the U.S.