Partnering with a Team that understands the human side of wealth.

As an investor, what you own matters. As a successful investor, the financial decisions you make may matter even more.

Our team will guide you through an interactive financial planning process that informs both your investment decisions and the financial priorities that your portfolio is intended to support. You worked hard to build your wealth and sense of financial security. We can help you ensure that this wealth works hard for you and those you care about. We are honored to partner with you as we navigate life’s adventures and challenges together.

Pre-Retirees

Pre-Retirees

06/10/2018
Helping you and your family prepare for the coming years in retirement.
Niches
Women Investors

Women Investors

06/10/2018
Understanding the challenges women face and how to help.
Niches
Retirees

Retirees

06/10/2018
Nurturing wealth so you can live a longer, better life.
Niches
Sudden Wealth

Sudden Wealth

06/08/2018
Confidently manage your new assets with the guidance of our experienced team
Niches
Families & Individuals

Families & Individuals

06/08/2018
A pragmatic approach to wealth management
Niches

You are the center of our attention

Your important financial affairs should only be left to those with not only proven expertise but also the ability to apply it effectively in pursuit of your goals and objectives.

Collaboration reveals your needs, wants and wishes

Thoughtful advice craftedjust for you

Your goals become ours

Yvonne Hall CFP

Yvonne Denise Hall,

CFP®, CIMA® Managing Partner, Hall & Dornan Capital Partners Wealth Manager, RJFS
Maegan Dornan

Maegan

Dornan, CFP® Managing Partner, Hall & Dornan Capital Partners Wealth Manager, RJFS
Kim Tucker

Kim Boyd Tucker

Client Service Manager, Hall & Dornan Capital Partners Operations Manager, RJFS
Tari Sheffer

Tari

Sheffer Registered Practice Manager
This journey has always been about reaching your own other shore no matter what it is, and that dream continues.
Diana Nyad
Always here for you

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Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. Hall & Dornan is not a registered broker/dealer and is independent of Raymond James Financial Services.

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