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Jeff Hall, CFP®, CIMA®, CKA®

Partner, Senior Advisor

Jeff’s career in finance began in 1999 after a successful four years as a student athlete at the University of Tennessee. His time on the Hill culminated with being named a captain on the 1998 National Championship football team for the Vols.

Jeff will be the first to tell you that success in one area of life does not automatically translate to success elsewhere. Despite a brief stint in the NFL, his transition into the real world was filled with failures and disappointments. Not long afterwards, Lytle Rather and Chris Kittrell hired him as the first employee at Rather & Kittrell in 2002. Since that moment, Jeff has dedicated his professional career to helping others have peace of mind with their finances through good stewardship, giving and thoughtful wealth transfer planning. In 2011, Jeff became a partner at Rather & Kittrell. He continues helping both high net worth families navigate life’s transitions and working with employers who desire to help their employees make work optional.

Jeff holds a BS in Business Administration with a major in marketing and minor in speech communications from the University of Tennessee. His pursuit of lifelong learning and technical proficiency led him to earn the CERTIFIED FINANCIAL PLANNERTM certification, the Certified Investment Management Analyst (CIMA®) certification after completing coursework at the Wharton School of Business, University of Pennsylvania, and the Certified Kingdom Advisor (CKA®) designation which is granted by Kingdom Advisors®.

He has the honor of being married to his best friend, Stacey. They are proud parents of four incredible children, AJ, Hadley, Olivia, and Ethan, whose school functions and extracurricular activities bring more fullness and joy than any hobby ever could. The Halls are active members of First Baptist Concord and engaged in several local and overseas Christian ministries.

 

 

Testimonials are based on unique experiences from current clients and are not representative of all client experiences. Rather & Kittrell reached out to clients via email requesting voluntary feedback. Clients were not provided any compensation for their review. Investing involves risk, including the possible loss of principal and fluctuation of value. Past performance is no guarantee of future results.

Introduction to Jeff Hall
Advisor Stories

Jeff Hall | 2:07
Introduction to Jeff Hall
Advisor Stories

Jeff Hall | 2:07
Retirement Plan Process with Jeff Hall
Retirement Planning

Jeff Hall | 1:53
Retirement Plan Process with Jeff Hall
Retirement Planning

Jeff Hall | 1:53
What is advance planning? Why is it important?
For What It's Worth

Jeff Hall | 1:07
What is advance planning? Why is it important?
For What It's Worth

Jeff Hall | 1:07
How do I make charitable giving part of my financial plan?
For What It's Worth

Jeff Hall | 1:10
How do I make charitable giving part of my financial plan?
For What It's Worth

Jeff Hall | 1:10
What types of insurance do I really need?
For What It's Worth

Jeff Hall | 1:25
What types of insurance do I really need?
For What It's Worth

Jeff Hall | 1:25
The difference between estate planning and wealth transfer
The difference between estate planning and wealth transfer
For What It's Worth

Jeff Hall | 1:02
The difference between estate planning and wealth transfer
For What It's Worth

Jeff Hall | 1:02
The 6 T's of wealth transfer planning
The 6 T's of wealth transfer planning
For What It's Worth

Jeff Hall | 0:52
The 6 T's of wealth transfer planning
For What It's Worth

Jeff Hall | 0:52
Confronting fear when wealth transfer planning
Confronting fear when wealth transfer planning
For What It's Worth

Jeff Hall | 0:44
Confronting fear when wealth transfer planning
For What It's Worth

Jeff Hall | 0:44
Why you should include charitable giving in wealth transfer
Why you should include charitable giving in wealth transfer
For What It's Worth

Jeff Hall | 0:44
Why you should include charitable giving in wealth transfer
For What It's Worth

Jeff Hall | 0:44
Knowing where it's going: why to consider charitable giving now
Knowing where it's going: why to consider charitable giving now
For What It's Worth

Jeff Hall | 0:43
Knowing where it's going: why to consider charitable giving now
For What It's Worth

Jeff Hall | 0:43
Talk to your kids when planning your wealth transfer
Talk to your kids when planning your wealth transfer
For What It's Worth

Jeff Hall | 0:43
Talk to your kids when planning your wealth transfer
For What It's Worth

Jeff Hall | 0:43
Discussing your wealth transfer plans with your beneficiaries
Discussing your wealth transfer plans with your beneficiaries
For What It's Worth

Jeff Hall | 0:57
Discussing your wealth transfer plans with your beneficiaries
For What It's Worth

Jeff Hall | 0:57
How should I approach estate taxes?
How should I approach estate taxes?
For What It's Worth

Jeff Hall | 0:44
How should I approach estate taxes?
For What It's Worth

Jeff Hall | 0:44

Articles

Charitable Giving
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Advanced Planning
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