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Higgins, Hall and Associates

Private Wealth Advisors

3455 PEACHTREE ROAD N.E., SUITE 200-1100

ATLANTA, GA 30326

404.231.2549

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Team

About us

Higgins Hall and Associates

Headquartered in Atlanta, Georgia, Higgins, Hall and Associates works with a select group of accomplished families, helping them develop a 360-degree view of their wealth, their goals, and their opportunities. As members of the Private Banking and Investment Group at Merrill Lynch, the team offers an intimacy and attentiveness that result in a refined caliber of strategy, service, and outreach. Mindful of each family’s unique priorities, the team’s Advisors, Analysts and Associates work in concert to address the totality of wealth and its intersections. The team’s in-depth experience both grounds and inspires its work, as it seeks to serve as a valuable resource and trusted guide for generations of client families.

Purposefully Designed for an Exacting Clientele

The team’s founders, David Higgins and Michael Hall, have spent their entire careers advising successful individuals and families. They deeply understand the rigor and depth that robust wealth management requires. As team leaders, they espouse thoroughness and connectivity, striving to optimize each client’s situation by applying the insight and acumen they have gained from decades of direct experience. They built Higgins, Hall and Associates from the ground-up, assembling a team with the knowledge and skills to foster a different kind of client experience – one that combines the essential underpinnings that a significant estate entails. The result is single source for unified wealth management:

  • Tailored asset management, including stock options, real estate and other assets
  • Trust and estate planning services
  • Wealth planning and cash flow
  • Concentrated and restricted stock strategies
  • Access to family office services
  • Access to structured lending and banking through Bank of America, N.A.
  • Philanthropic services
  • Attuned to the Entrepreneurial Mindset

    Higgins, Hall and Associates advises a number of entrepreneurs who have created their wealth through years of sustained effort and sacrifice. Some of these entrepreneurs are private business owners; others are leaders of Fortune 100 Companies. These paths have inherent similarities, for Higgins, Hall and Associates recognizes an important precept: senior executives view corporations as their family business, requiring the same degree of forethought and care in the deployment and diversification of their wealth. As a team, Higgins, Hall and Associates savors the opportunity to cater to entrepreneurs, gravitating to clients’ inherent desire to drive value and capitalize on opportunity in new and untapped ways. Sensitive to the value of clients’ time, the team prioritizes client convenience and ease, attesting to the vitality of its service ethic.

    Grounded in Enduring Investment Principles

    Whatever a client’s path to wealth, Higgins, Hall and Associates looks to help clients capably assess risk and return, as defined by the client’s unique personality, circumstances, and objectives. The team believes strongly in the value of consistency, grounding its approach in investment principles that have withstood the test of time:

  • The value of compounding for sustained growth
  • The role of non-correlated assets in lowering volatility
  • The importance of generating cash flow from a diverse asset base
  • The primacy of a long-term perspective that integrates “pockets of opportunity”
  • Higgins, Hall and Associates invites families with complex wealth circumstances, limited time to devote to their financial lives, or simply a desire for more robust engagement to contact them to discuss their particular needs in more detail.

    AWMA® and Accredited Wealth Management AdvisorSM are registered service marks of the College for Financial Planning.

    CFA® and Chartered Financial Analyst® are registered trademarks of the CFA.

    Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S.

    Meet the team

    Back to team

    David P. Higgins

    Managing Director

    Private Wealth Advisor

    404.231.2549

    404.231.2549

    david_higgins@ml.com

    Add to address book

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    Michael P. Hall

    Director

    Private Wealth Manager

    404.231.2459

    404.231.2459

    michael_hall@ml.com

    Read Bio

    Cory A. Bryson, CFA®, CFP®

    Vice President

    Private Wealth Analyst Investments

    404.264.7269

    404.264.7269

    cory_bryson@ml.com

    Read Bio

    John D. Hanna, CFP®

    Private Wealth Analyst Investments

    404.264.2063

    404.264.2063

    john.d.hanna@ml.com

    Read Bio

    Laura E. Dawson AWMA®

    Assistant Vice President

    Private Wealth Analyst Investments

    404.231.2576

    404.231.2576

    laura_dawson@ml.com

    Read Bio

    Kevin M. Valentino CFP®

    Private Wealth Analyst Investments

    404.231.2482

    404.231.2482

    kevin.m.valentino@ml.com

    Read Bio

    Janet C. Cain

    Private Wealth Assoc

    404.231.2444

    404.231.2444

    janet_cain@ml.com

    Read Bio


    Latest Thinking


    Back to overview

    Meet the team

    David P. Higgins

    Managing Director

    Private Wealth Advisor

    404.231.2549

    404.231.2549

    david_higgins@ml.com

    Add to address book

    Read Bio

    Michael P. Hall

    Director

    Private Wealth Manager

    404.231.2459

    404.231.2459

    michael_hall@ml.com

    Read Bio

    Cory A. Bryson, CFA®, CFP®

    Vice President

    Private Wealth Analyst Investments

    404.264.7269

    404.264.7269

    cory_bryson@ml.com

    Read Bio

    John D. Hanna, CFP®

    Private Wealth Analyst Investments

    404.264.2063

    404.264.2063

    john.d.hanna@ml.com

    Read Bio

    Laura E. Dawson AWMA®

    Assistant Vice President

    Private Wealth Analyst Investments

    404.231.2576

    404.231.2576

    laura_dawson@ml.com

    Read Bio

    Kevin M. Valentino CFP®

    Private Wealth Analyst Investments

    404.231.2482

    404.231.2482

    kevin.m.valentino@ml.com

    Read Bio

    Janet C. Cain

    Private Wealth Assoc

    404.231.2444

    404.231.2444

    janet_cain@ml.com

    Read Bio