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Our financial advice team


Shane Hall, Financial Advisor serving the New York, NY area - Ameriprise Advisors

Shane Hall

Financial Advisor

Managing Director
SHB Advisors
23
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
EMAIL
PHONE
BUSINESS MOBILE
332.334.6915
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Investment Management
  • Retirement Income Strategies
  • Estate Planning Strategies
  • Wealth Preservation Strategies
  • Insurance
  • Saving for Education
  • Charitable Giving

Education

  • Bachelor's Degree, Finance and Psychology, Bridgewater State College, Bridgewater, MA
  • Juris Doctorate, Legal, University of Massachusetts School of Law, North Dartmouth, MA

Previous experience

  • Senior Vice President Investments, Wells Fargo Advisors, 2014-2023
  • Vice President Financial Advisor, Morgan Stanley, 2011-2014
  • Vice President Senior Account Executive, Fidelity Investments, 2001 - 2011

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

Interests

Family, Volunteering, Traveling, Beach, Boating, Tennis, Climbing, Hiking, Skiing