A True 72(t) Planning Pioneer

Jerry "Doc" Hall, the 72(t) SEPP Planning Pioneer

Jerry "Doc" Hall

Jerry “Doc” Hall Ph.D, was a visionary, we want to honor this man who passed away in March, 2014 at the young age of 70. “Doc” was a Financial Advisor and friend to so many who 15 years ago realized that there was an area of the financial service business that he could be the “go to” expert and offer his services to individuals across the country in this specialized area known as 72(t) SEPP planning.

“Doc” was one of a kind. His clients that were spread out over 35 states absolutely loved him. Here are some of the quotes that were published on the online guestbook after he passed:

“I never met Doc personally, did not have to. He was such a genuine individual whom trusted completely, just by our phone conversations.”

“JoLeen, I was a client of Doc’s and one of his mainstay references.”

“Doc was such a sweet man. His support of JoLeen in everything she did was very apparent, especially in her volunteer work Spicewood Arts.”

Jerry “Doc” Hall was enlisted in the US Air Force and served his country during The Vietnam War Anyone who knew Doc knew his enjoyment for life and his passion for cars and racing, He owned over 117 cars and 24 motorcycles during his lifetime.

We will miss “Doc” and we will continue to honor his legacy by continuing to serve the clients and relationships he originally established, and we will continue his great work by serving people all throughout the United States helping them to utilize 72(t) SEPP planning to meet their specific goals and objectives.

Doc is survived by the love of his life wife JoLeen Hall, daughters Janelle & Dena, stepson John along with 9 grandchildren and several nieces, nephews and cousins.

Memorial contributions may be made in Jerry’s name to:

St. Jude Children’s Research Foundation,
501 St. Jude Place
Memphis, TN 38105

We will make an Annual donation to St. Jude Children’s Research Foundation in his honor and memory.