Joseph B. Hall
Financial Advisor
Woodbury
Joseph Hall is a Financial Advisor with Coastline Wealth Management and works in the Garden City, NY office. Joe's passion for financial planning was passed down from his great uncle Robert Calvin Hall, the founder and president of the Pittsburgh Stock Exchange in 1907. This history gives Joe a unique perspective of preserving family wealth and values across generations. He began his business career as a successful entrepreneur, holding senior management positions in the advertising, promotions and real estate Industries prior to entering the financial industry in 2004.
Joe is passionate about working with his clients and wants them to experience financial confidence now and in retirement. He will look at your entire financial picture, ask targeted questions, and listen closely to your answers. Joe wants you to feel confident that the advice he provides reflects your unique financial dreams and goals.
Joe holds a degree in marketing and finance from the University of Northern Colorado. He and his wife reside in Garden City, NY, where they also raised two daughters. They enjoy spending quality time with family and friends. Joe is always ready to lend a helping hand when needed.
Joe has General Securities Representative Series 7, Uniform Combined State Law Exam Series 66 and is licensed to offer Life, Disability, Long Term Care and Medicare Supplemental Insurance. He is New York Long Term Care Partnership Certified.