Caroline Crisp Hall MS, CFP®
Caroline Hall is a financial planner with Advisory South Montgomery, who believes in working closely with her clients to develop a deep understanding of what they really need and want. She enjoys helping clients prepare for their financial future in the most efficient manner possible.
Caroline received her undergraduate degree in Finance from Auburn University and her Master of Science in Human Environmental Sciences with a focus in Financial Planning from the University of Alabama. She will always say “War Eagle!” though.
In 2019, after college, she had the opportunity to start her career in Nashville, TN as a financial planner on a wealth team with a nationally recognized firm. During her time there, she obtained the esteemed CERTIFIED FINANCIAL PLANNER™ designation. In addition to holding the CFP® designation, Caroline is Series 7, Series 66, and Life & Health Insurance licensed.
As a young child, Caroline grew up admiring her dad, Larry’s work ethic and drive, so after some wonderful and educational years in Nashville, she moved home to Montgomery to join her dad’s financial team. When away from the office, she enjoys spending time with her husband, Kaleb, and Cavapoo, Lily. She sings on the worship team at Saint James Church and has more recently taken up tennis!