Meet the Team
Our team sincerely appreciates the opportunity we’ve had to work with some clients for more than 30 years. The relationships that we have established with these clients illustrate our focus on building long-term partnerships that are mutually beneficial and that provide “Financial Solutions for Life.”
Executive Team Member
Matt Hall CFP® Wealth Consultant, Master's Degree in Trust & Wealth Management (MTWM)
Matt Hall is a North Carolina native who began his financial career with SunTrust Bank. His experience ranges from managing personal and business client relationships to developing comprehensive financial plans, and in the last decade, his focus has been on wealth management financial planning.
Matt has an eye for processes and procedures. In his previous roles at BB&T Wealth and UBS Financial Services, he led projects to streamline client-facing documentation, develop advisor training and policy & procedure documentation, and align the information in back-office reporting and digital tools like CRM systems.
But Matt’s passion for wealth management has also led him to seek the most advanced designations in the financial planning industry, including the CFP® des and a master’s degree in trust and wealth management.
At LifeTime, Matt’s main role is to work directly with clients, with a focus on wealth management. He’ll have the opportunity to leverage his management and procedural skills in the financial planning department, which focuses on creating and implementing comprehensive financial plans for LifeTime’s diverse portfolio of clients.
Matt completed his undergraduate work at East Carolina University and his graduate work at Campbell University.
A fan of the outdoors, Matt is an Eagle Scout and a graduate of the National Outdoor Leadership School. He lives in Raleigh, but he often travels, sometimes in pursuit of one of his favorite hobbies, duck hunting.