Steve Hall

Steve Hall, JD MBA has a diverse work experience in the financial services industry. Steve has worked as a Regional Vice President at Mercer Advisors since 2023. Prior to that, they were the Managing Director at MassPay Incorporated starting in 2021. From 2019 to 2021, they worked as a National Wealth Manager at Creative Planning Inc. Before that, they served as a Senior Manager at Charles Schwab from 2017 to 2019. Steve began their career at Fidelity Investments as a Regional Consultant/Financial Planning Consultant from 2005 to 2010.

Steve Hall, JD MBA attended the University of Arkansas School of Law, Fayetteville from 2012 to 2015, where they obtained a Doctor of Law (JD) degree with a specialization in Wealth Management. Steve also holds a Doctor of Law (J.D.) degree from the University of Arkansas. Additionally, they have obtained certifications in FINRA Series 7, 63, and 66, although their specific dates of acquisition are not provided.