James E. Hall Jr., CFP®

Chairman and Sr. Financial Advisor

Jim joined Affinity Wealth Management in 2003 after six years in private practice. Prior to that, Jim was a Senior Advisor with American Express Financial Advisors. He is a Senior Financial Advisor at Affinity Wealth Management and a member of the Investment Committee. Jim, a native Delawarean, has over 35 years of financial planning and investment management experience. A graduate of Salesianum School and the University of Delaware with a BA degree in Economics, he has helped hundreds of individuals and families grow and protect their wealth. He earned national accreditation as a Certified Financial Planner® (CFP) in 1991. Jim has received the Five Star Wealth Manager Award since 2009 by both Delaware Today and Philadelphia Magazine for overall client satisfaction. Jim frequently teaches Retirement Planning to retirees and preretirees at the University of Delaware, Cecil County Community College and West Chester University. Jim is married and has three children. He resides in the Hockessin area with his wife and youngest daughter.