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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
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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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