James E. Hall Jr., CFP®
Chairman and CEO
Jim, a native Delawarean, has over 32 years of financial planning and investment management experience. Jim joined Affinity Wealth Management in April 2003 after six years in private practice. Prior to that, Jim was a Senior Advisor with American Express Financial Advisors. He is currently CEO of Affinity Wealth Management, a Senior Advisor, and is a member of the Investment Committee.
A graduate of Salesianum School and the University of Delaware with a BA degree in Economics, Jim has helped hundreds of individuals and families grow and protect their wealth. He earned national accreditation as a CERTIFIED FINANCIAL PLANNER® (CFP) practitioner in 1993.
Jim has received the Five Star Wealth Manager Award for six consecutive years in both Delaware Today and Philadelphia Magazine for overall client satisfaction. Jim has taught Retirement Planning to retirees and pre-retirees at the University of Delaware, Cecil County Community College and West Chester University. Jim resides in the Hockessin area with his wife and 17 year old daughter and enjoys golfing, fishing and boating in his spare time.