Dwayne A. <!--19-->Hall, CFP®

Dwayne A. Hall, CFP®

CERTIFIED FINANCIAL PLANNER™ Professional

Mr. Dwayne Hall started in 1997 in the financial services industry.  He began his career as a commercial underwriter for CIGNA in Philadelphia and excelled in their national management training program, at which point he assumed increased responsibilities in the Boston office.  He then transitioned to the role of Small Business underwriter for Travelers, responsible for business development for Boston’s South Shore region.

Mr. Hall currently runs a financial planning practice in Boston.  He holds the distinguished Certified Financial Planner™ designation.  As a CFP® practitioner he works individually with clients to develop a plan and keep them on track towards the goals that are important to them.  Whether it’s a good education for their children, a comfortable retirement, or protection for their families, Dwayne guides them in the decisions that they need to be making at every stage of life, all the while keeping their best interests at heart.

“My clients are busy, successful people; I help them maintain their financial focus so that they remain confident about their family’s future”, says Dwayne.

Areas of Focus include:

  • Cash flow, Budgeting and Cash Management
  • Protection and Risk Planning
  • Executive Compensation and Benefits Planning
  • Investment and Asset Management
  • Tax Planning
  • Retirement Planning and Income Strategies
  • Estate Planning
  • Small Business Planning

Prior to running his practice, Dwayne was a District Manager for a Fortune 500 financial services firm, responsible for the development and training of a team of 11 financial advisors.

Mr. Hall Graduated from Drexel University Magna Cum Laude with a B.S. in Finance and earned the CFP®designation through the College for Financial Planning.  He is a proud graduate and Alumnae of The Partnership’s 2005 Boston Fellows Leadership program.

Mr. Hall serves as a board member of the Bird Street Community Center and also loves to read to the children in the Everybody Wins Metro Boston program.  He’s an avid cyclist and enjoys participating and fundraising in the annual Rodman Ride for Kids.

Mr. Hall was born in Montego Bay, Jamaica and he and his wife Darlene live in Randolph, MA with their two daughters Brynae and Nahlya.

Phone (781) 431-2466
Fax (617) 224-0870