Higgins, Hall and Associates

Private Wealth Advisors
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We work with a select group of accomplished families, helping them develop a 360-degree view of their wealth, their goals, and their opportunities. Our team offers an intimacy and attentiveness that results in a refined caliber of strategy, service, and outreach. 

Meet the Team

The private wealth advisors with Merrill Lynch’s Private Banking and Investment Group are rigorously trained to meet the specialized needs of individuals and families of wealth. We build relationships based on trust and personalized service.

David P Higgins

David P Higgins

Managing Director

Private Wealth Advisor

Michael P Hall

Michael P Hall

Senior Vice President

Private Wealth Manager

Cory Alan Bryson

Cory Alan Bryson,

Vice President

Private Wealth Analyst Investments

John D Hanna

John D Hanna,

Private Wealth Analyst Investments

Kevin M Valentino

Kevin M Valentino,

Private Wealth Analyst Investments

Laura E Dawson

Laura E Dawson,

Assistant Vice President

Private Wealth Analyst Investments

Janet C Cain

Janet C Cain

Private Wealth Associate


Strategies designed to help you achieve your goals

As a client of the Private Banking and Investment Group at Merrill Lynch, you have access to services and resources ordinarily reserved for the world’s largest institutions. We work with individuals, families spanning multiple generations, business owners and executives. Using a goals-based wealth management approach, we put our clients at the center of every personalized strategy.

Our Approach

Higgins Hall and Associates

Mindful of each family’s unique priorities, the team’s Advisors, Analysts and Associates work in concert to address the totality of wealth and its intersections. The team’s in-depth experience both grounds and inspires its work, as it seeks to serve as a valuable resource and trusted guide for generations of client families.

Purposefully Designed for an Exacting Clientele

The team’s founders, David Higgins and Michael Hall, have spent their entire careers advising successful individuals and families. They deeply understand the rigor and depth that robust wealth management requires. As team leaders, they espouse thoroughness and connectivity, striving to optimize each client’s situation by applying the insight and acumen they have gained from decades of direct experience. They built Higgins, Hall and Associates from the ground-up, assembling a team with the knowledge and skills to foster a different kind of client experience – one that combines the essential underpinnings that a significant estate entails. The result is single source for unified wealth management:

  • Tailored asset management, including stock options, real estate and other assets
  • Trust and estate planning services
  • Wealth planning and cash flow
  • Concentrated and restricted stock strategies
  • Access to family office services
  • Access to structured lending and banking through Bank of America, N.A.
  • Philanthropic services

Attuned to the Entrepreneurial Mindset

Higgins, Hall and Associates advises a number of entrepreneurs who have created their wealth through years of sustained effort and sacrifice. Some of these entrepreneurs are private business owners; others are leaders of Fortune 100 Companies. These paths have inherent similarities, for Higgins, Hall and Associates recognizes an important precept: senior executives view corporations as their family business, requiring the same degree of forethought and care in the deployment and diversification of their wealth. As a team, Higgins, Hall and Associates savors the opportunity to cater to entrepreneurs, gravitating to clients’ inherent desire to drive value and capitalize on opportunity in new and untapped ways. Sensitive to the value of clients’ time, the team prioritizes client convenience and ease, attesting to the vitality of its service ethic.

Grounded in Enduring Investment Principles

Whatever a client’s path to wealth, Higgins, Hall and Associates looks to help clients capably assess risk and return, as defined by the client’s unique personality, circumstances, and objectives. The team believes strongly in the value of consistency, grounding its approach in investment principles that have withstood the test of time:

  • The value of compounding for sustained growth
  • The role of non-correlated assets in lowering volatility
  • The importance of generating cash flow from a diverse asset base
  • The primacy of a long-term perspective that integrates “pockets of opportunity”


Higgins, Hall and Associates invites families with complex wealth circumstances, limited time to devote to their financial lives, or simply a desire for more robust engagement to contact them to discuss their particular needs in more detail.



A Commitment to Service

Merrill Lynch’s Private Banking and Investment Group is committed to providing a select group of wealthy clients with highly personalized one-on-one service. When you work with us, our knowledgeable, rigorously trained Private Wealth Advisors will gain a deep understanding of your goals, help you develop a multigenerational wealth strategy, help you monitor its success and update your strategy as needed. We are committed to providing you access to the investment insights of Merrill Lynch and the banking convenience of Bank of America, and we will continue to invest in client tools and new technology to enhance your overall experience as you and your private wealth advisor pursue what’s most important to you.

Our Philosophy

We believe that your unique goals should be at the center of all of your financial decisions and form the foundation of your financial strategy. Because significant wealth requires sophisticated, highly customized strategies, we believe in building lasting relationships with a limited number of clients, taking the time to understand your most important priorities for today, tomorrow and your long-term future. Our philosophy celebrates collaboration. Working with a team of specialists, we draw on the resources and insights of a global financial institution to create strategies that reflect your aspirations for yourself and current and future generations of your family. Finally, we believe that while significant wealth brings complex challenges, our experience, passion and perspectives can help you simplify your life.

Let's have a conversation

Your dedicated Private Banking and Investment Group team is ready to help you pursue what's most important to you.

Our Vision

For clients of substantial wealth, Merrill Lynch’s Private Banking and Investment Group provides an experience that is both powerful and personal. We are dedicated to helping you pursue your goals for today while developing a wealth strategy designed to support your family members for the years to come.

A trusted one-on-one relationship
Your private wealth advisor and team of specialists work with a limited number of clients, enabling them to focus their time, training and passion on helping you simplify your personal and business finances and prepare your next generation as stewards of wealth.

Boutique-like service with the access to the investment resources of Merrill Lynch and banking convenience of Bank of America

We combine the personalized attention and feel of a smaller firm with the power and insights of a global financial institution, creating strategies tailored to your unique situation.

A relentless commitment to transparency and customized strategies

As our client, know that we are working in your best interests, providing sophisticated strategies designed to anticipate and meet your evolving financial needs.

Higgins, Hall and Associates