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Caroline Hall, CFP®, MS

Caroline Hall, CFP®, MS

Financial Planning Specialist & Wealth Advisor

Caroline Hall, CFP® serves as the Financial Planning Specialist for Level Four Financial in Montgomery, AL. She holds a Master's degree in Financial Planning from the University of Alabama. After graduation she moved to Nashville, Tennessee to pursue her career.

As a financial planner and CERTIFIED FINANCIAL PLANNER professional, Caroline loves working as part of the team and especially enjoys meeting with clients. When she’s not in the office, Caroline loves to spend time with her family, sing, and exploring local spots for good food.

Securities offered through Level Four Financial, LLC Member FINRA/SIPC. Advisory services offered through Level Four Advisory Services, LLC, an SEC-registered investment adviser. Insurance services offered through Level Four Insurance Agency, LLC. Level Four Financial, LLC, Level Four Advisory Services, LLC, and Level Four Insurance Agency, LLC are independent entities.