Hal B. Holland, Jr., RFC®, CPFA®
Founding Partner, Senior Wealth Advisor
Career and Professional
Hal began his financial services career in 1993 with Nowlin & Associates/Allmerica Financial. Four years later, he joined ProEquities, where he served as a financial advisor and leadership roles in Marketing, Business Development, and the Financial Institutions Division.
In 2008, he launched Red Mountain Wealth Management, a division of Red Mountain Bank that later became National Bank Commerce. He merged this venture with Vision Financial Group in 2012, serving Vice President and Senior Advisor.
In 2022, Hal co-founded Ella Valley Wealth Advisors, Inc. with partner Mike Mungenast, where he now focuses on delivering holistic, integrated wealth planning built on long-term relationships and comprehensive client care.
Civic and Community Involvement
- Leadership Vestavia Hills Graduate
- Former Board Member, Leadership Vestavia Hills
- MS Leadership, fundraising for National Multiple Sclerosis
- Leadership UAB Graduate
- Former Board Member, Alys Stephens Center Junior Patrons
- Former President, ACTION Civitan
- First Lighthouse Committee, Vestavia Hills United Methodist Church
- Trustee Member of Fayette First Methodist Church
- Finance Committee Chair, Fayette First Methodist Church
Personal
- Married to wife Jeannine since 1994 and the father of two sons, with one now in Heaven.
- Active member of Fayette First Methodist Church
- Member of The Club, Inc.
Education
- B.S. Finance with emphasis on Investments – University of Alabama at Birmingham, 1993
- Financial Planner Program Completion – University of Alabama at Birmingham, 2002-03
- Registered Financial Consultant (RFC®) – International Association of Registered Financial Consultant, 2003