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David Hall

Vice President, Investment Strategist & Banking Officer

David Hall serves as Investment Strategist and Bank Advisory Officer at The Preferred Legacy National Trust Bank, bringing over 30 years of banking and financial services experience. Over his career, David has held key positions at both regional and community banks, building a strong foundation across investments, deposits, and lending.

 

For more than 20 years, David has specialized in working with high-income and high-net-worth individuals and families, providing independent advice and tailored strategies across financial planning, estate planning, risk management, and loan and deposit placement. In his dual role at The Preferred Legacy National Trust Bank, David helps clients simplify their financial lives by integrating investment guidance with strategic bank advisory solutions, ensuring that every aspect of their financial picture is aligned and working together.

 

David is also deeply committed to his community. He has served on numerous non-profit and community boards throughout his career and currently sits as a board director for the Rotary Club of Akron, where fundraising efforts support the Akron Rotary Camp for children with special needs.

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The Preferred Legacy National Trust Bank, Inc. is a division of CRI Capital Group, LLC, a subsidiary of CRI Advisors, LLC. “CRI" is the brand name under which Carr, Riggs & Ingram, L.L.C. (“CPA Firm”) and CRI Advisors, LLC (“Advisors”) and its subsidiary entities provide professional services. CPA Firm and Advisors (and its subsidiary entities) practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations and professional standards. CPA Firm is a licensed independent CPA firm that provides attest services to its clients, and Advisors and its subsidiary entities provide tax and business consulting services to their clients. Advisors and its subsidiary entities are not licensed CPA firms.

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© Preferred Legacy Trust 2025

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