American Association of Daily Money Managers

DMM Directory

AADMM does not endorse nor guarantee the services of any member listed in the "DMM Directory" section. However, all current AADMM members listed below have signed a Code of Ethics. We always encourage consumers to interview and ask for client or personal references before commencing services from a DMM. Be sure to review our list of questions to ask before hiring a DMM.

Kathy Hall CMA, CFM, MBA

Hall Financial Services LLC
Work Bluffton South Carolina Cell Phone: 203-994-7995Website: https://hall-financial.com/


Photo of Kathy Hall CMA, CFM, MBA

Hall Financial Services provides daily money management services to seniors as well as to busy professionals and frequent travelers.

Our services are ideal for people in life transition (death of a spouse, divorce, temporary military relocation) and adult children concerned about geographically remote or aging parents. I will take on the day-to-day financial work for you.

Kathy Hall has more than 35 years of financial and accounting experience, and was a vice-president of finance at IBM. She is a Certified Management Accountant and Certified in Financial Management, and holds a degree in accounting and an MBA in finance. Kathy is a member of both the American Association of Daily Money Managers and the Institute of Management Accountants.

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