Cary L. Hall Jr. of CLH Wealth Management has moved from UBS Financial Services to Bedminster-based Gladstone through LPL’s broker-dealer and corporate registered investment adviser platforms, according to a news release.
The former Army captain reports managing $160 million in assets and working with a diverse base of clients including attorneys, information technology professionals, athletes and entertainers, veterans and more.
“The independent model gives me more control over the wealth management strategies I use with my clients,” he said in a prepared statement. “This natural next step for my clients and I allows me to enhance and elevate the service I provide them. I will now be able to tailor strategies on an individual basis even more, while continuing to act in their best interest as we create a financial plan for their future.”
Gladstone now has 34 offices with the addition of Hall’s practice.
“With Gladstone and LPL, I am not alone,” Hall said. “I have access to the support I need with the freedom to operate my practice how I choose.”