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Michelle Brennan Hall

Michelle Brennan Hall

Chief Executive Officer

Michelle Brennan Hall is a veteran wealth advisor with more than 30 years guiding investors’ net worth and financial decisions. Her specialty is in personal wealth strategies for executives, physicians, business owners and retirees. Known for creating the Financial Life Map Strategy™ that fosters investor financial strength and well-being, Michelle understands the importance of clarity about the road ahead. Dedicated to her clients’ success, constant attention and deep knowledge are hallmark characteristics of her approach. The Brennan Hall team has a strong commitment to responsiveness, innovative thinking and sound guidance.

Hundreds of families look to Michelle to navigate their financial future, care for the many aspects of wealth and to anticipate the very unpredictable and complex capital markets. Noted for her dedication to women’s financial independence, her most recent endeavor is to improve the financial confidence of women. She authored the pivotal “Women and Money” report in 2016 after sponsoring a national survey on the modern female’s experience with finances. The objective is to promote a generational shift in women’s attitude with money by encouraging their participation in long-term financial planning.

As a featured speaker, Michelle frequently shares her knowledge in the media. She has contributed to local ABC affiliate WFAA-TV, The Wall Street Journal, Investment News, The New York Times, New York Newsday, The Dallas Morning News, Dallas Business Journal, Huffingtonpost.com, Next Avenue and Forbes.com.

Giving to others through local community involvement is another of Michelle’s passions. Serving alongside her sons at local charities and supporting many national causes with her husband is an annual family commitment. She is also involved in multiple professional organizations including the Financial Planning Association, Financial Services Institute, Advisor Group Tech Council and Executive Women of Dallas.

 

Volunteer leadership positions:

CURRENT:

Board Member – Advisor Group Women’s Advisory Board

Chairman’s Council – Texas Health Presbyterian of Plano

PRIOR:

Children’s Medical Center – Legacy Community Campaign

Star Children’s Charity - Chairwoman of the Board