Direct Phone: 850-651-2028
Direct Fax: 608-236-7344
Located in: Fort Walton Beach, FL
Covers: AL, FL, OH, MS, MT, NC
Check the background of this investment professional on FINRA BrokerCheck.
Connie Hall is a Financial Advisor registered through CUNA Brokerage Services, Inc. at Pentagon Federal Credit Union. Connie has been working in the financial services industry for over 20 years, having started her career at Citigroup Global Markets Inc. Most recently, Connie was an advisor at UBS Financial Services. An accomplished leader in the industry, Connie’s career has focused on developing long-term relationships by being your first source of financial guidance. She is well versed on retirement planning, portfolio management, Social Security, insurance, and estate planning. Connie graduated from The Ohio State University with a BA in Economics. Out of the office, Connie can be found chasing her boys on the soccer field. She is also actively involved with the local schools and autism organizations.
Connie is registered to sell securities and holds a life and health insurance license.
*PenFed Wealth Management Advisors are registered representatives of CUNA Brokerage Services, Inc. Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor. CBSI is under contract with the financial institution to make securities available to members.
Not NCUA/NCUSIF/FDIC Insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America.
Representatives are neither tax advisors nor attorneys. For information regarding your specific tax situation, please consult a tax professional. For legal questions, including a discussion about estate planning, please consult your attorney.