M Financial Group
Doug Hall is a seasoned financial professional with extensive experience in transition consulting and client services. Currently serving as Supervisory Principal at M Financial Group since September 2017, Doug previously held positions as Transition Consultant II at Raymond James Financial, Inc., and Field Transition Specialist at Morgan Stanley. Doug's expertise includes facilitating complex transitions for financial advisors, managing client relationships, and enhancing customer loyalty through effective communication and support. Doug holds a Bachelor of Business Administration in Finance from Baylor University's Hankamer School of Business.
M Financial Group
Exceptional people deserve exceptional solutions. M Financial Group provides access to financial services designed specifically for affluent individuals and corporations through an exclusive network of more than 140 Member Firms.