Timothy HallsCFA®, CFP®, AWMA®
Prior to joining Moneta in 2002, Tim spent nearly 14 years with Boatmen’s Bank of St. Louis, later merged into Bank of America, as Senior Vice President of Commercial and Institutional Banking. He was awarded his CFA Charter in 2003, CFP designation in 2004, and AWMA certification in 2006.
At Moneta, Tim’s priority with his Family CFO clients is to understand their objectives and the specifics of their unique circumstances. This requires maintaining a high level of technical knowledge, and then applying it to each individual client’s specific situation. Perhaps as importantly, Tim uses his decades of business and life experience to assist clients with the challenging life decisions they must make – such as during the planning of wealth transfers to future generations.
For his qualified plan clients, Tim’s primary focus is employee education. The best investments and the most generous of employer matches are of no use if the employees do not participate, or if they make emotional, illogical investment decisions. Employee education is a centerpiece of his fully-bundled service to retirement plan sponsors, and it is targeted towards dramatically improving participants’ retirement outcomes. His passion for education complements the investment fiduciary services, plan design consulting and the oversite of the plan’s record-keeper/TPA he also provides.
Active in the community, Tim has served on the Boards of Prevent Child Abuse Missouri, the Delta Gamma Center for Visual Impairments, Kids Rock Cancer, among others. He currently is Vice President of the Webster Groves School District Foundation, a member of the Kingdom House Foundation board, and serves as Chairman on the membership committee of the Danforth Plant Science Center.
Tim and his wife live in Webster Groves with their two daughters.
- CHARTERED FINANCIAL ANALYST®
- CERTIFIED FINANCIAL PLANNER™
- Accredited Wealth Management Advisor
- Kingdom House Foundation, Board Member
- Webster Groves School District Foundation, Vice President
- Danforth Society Membership Committee at the Danforth Plant Science Center, Chairman