Todd-Hall
  • Hometown

    St. Louis, MO

  • Colleges

    Bucknell University

  • Certifications

    CFP®, AEP

  • Neighborhood

    Brookhaven

Todd Hall, CFP®, AEP

Director of Financial Planning

Todd joined Homrich Berg in July 2015 and brings with him expertise in sophisticated estate, charitable, and insurance planning strategies. Todd began his career in 2002 as a financial planner in Boston, and in 2006 he accepted a position in Atlanta with Ayco, a Goldman Sachs firm that specializes in comprehensive financial planning for corporate executives and high net worth families. After two years at Ayco, Todd spent six years at a boutique firm in Atlanta specializing in integrated, multigenerational wealth planning for families of significant wealth and owners of highly successful privately held businesses.

Todd is a CERTIFIED FINANCIAL PLANNER™ and an Accredited Estate Planner professional and currently serves on the Board of Directors of The Atlanta Estate Planning Council. He graduated from Bucknell University in Lewisburg, PA with a Bachelor of Science in Business Administration (BSBA) degree. He lives in Brookhaven with his wife and two sons, and is a member of Peachtree Presbyterian Church.