Todd Hall, CFP®, AEP®, CAP®, CEPA®
Designations and Licenses
Todd is a CERTIFIED FINANCIAL PLANNER™ professional, an Accredited Estate Planner®, a Chartered Advisor in Philanthropy® and a Certified Exit Planning Advisor.
Experience and Education
Todd helps individuals and families navigate the various complexities of sophisticated estate, charitable and life insurance planning strategies.
Prior to joining Mariner Wealth Advisors, he was director of financial planning at Homrich Berg. Before that he worked at a boutique firm in Atlanta specializing in integrated, multigenerational wealth planning for families with significant wealth and owners of highly successful, privately held businesses. He also worked at Ayco, a Goldman Sachs firm that specializes in comprehensive financial planning for corporate executives and high-net-worth families.
Todd has a bachelor’s degree in business administration from Bucknell University in Lewisburg, Pa.
Todd has been a member of the Atlanta Estate Planning Council since 2010 and recently served on its board of directors.