
Michael Halls
Director and Senior Portfolio Manager
Stoker Ostler Wealth Advisors Inc (BMO)
United States, Utah, North Salt Lake
About Me
Michael is a member of the Stoker Ostler executive committee, together with Michelle Decker and Mike Bolar, guiding the long and short-term direction of the firm. Additionally, Michael directly oversees Stoker Ostler’s Salt Lake City office. He works closely with clients to identify individual financial goals and develop a portfolio strategy that will help achieve those goals. Michael offers a depth of experience in financial planning and money management, with sensitivity to income and liquidity needs, tax consequences and risk tolerance for clients. Michael is a member of the Stoker Ostler investment committee, which sets investment policies and portfolio strategies. He has also served on
Profile Information
Director and Senior Portfolio Manager
Stoker Ostler Wealth Advisors Inc (BMO)
Investment Team,Operations Team
Investor
RIA/Wealth Manager/Asset Manager
North Salt Lake
Utah
United States
May 15, 2024
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