Andrea Hall is the President of New Vision Investment Strategies. She is also an experienced Investment Advisor Representative with Proverbi Capital Advisors. She has over 20 years of experience in the insurance and financial industries, where she has held various roles including the owner of an independent insurance agency. As a fiduciary she provides financial planning, investment management and creation of income portfolios for her clients.
What is the New Vision and why you should have one?
While working in the financial industry, I have observed missed opportunities when it comes to women and their unique financial situations. Therefore, creating a New Vision to dedicate and focus on correcting this and addressing many other needs of clients.
Helping people has always been a passion of mine. Being a part of life changing events, especially when clients retire is beyond rewarding to me. While it has been my passion to assist women in my career I welcome the opportunity to create a New Vision for men as well.
I look forward to the opportunity to discuss your unique situation and see of how I can help you obtain a New Vision on your financial situation.