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Rhett H

Series 63, Series 66

Campbell, CA

UBS Financial Services

Rhett Hall is a financial advisor with UBS Financial Services in Campbell, CA, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked at UBS since 2018 and previously held positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, Hall serves on the board of a non-profit football camp for athletes with Down Syndrome and coaches high school football. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and research-driven, model-based asset allocations tailored to client goals and risk tolerances.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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