Hal Kaigler CFP^®

MY PROFESSIONAL APPROACH

As a financial advisor, I firmly embrace the principle of putting my clients first and working with them in an atmosphere characterized by trust, integrity and mutual respect.

My client-first commitment to you begins by asking questions and listening to your responses about your current situation and plans for the future. Are you caring for a family? What are your income needs now and during retirement? Are you transitioning your wealth to the next generation?

As we discuss these issues, we’ll work side-by-side to evaluate your current financial picture and explore your investment time horizon and your tolerance for risk. Each of these steps will help us develop a personalized investment program that will be designed to meet your current and projected needs.

MY BACKGROUND

Drawn by their client-centered approach to financial services, I joined Benjamin F. Edwards & Co. in 2016 as a financial advisor and facilitated the opening of our Gulfport, MS, office. I began my financial services career in 1995, and I’m passionate about educating clients and helping them achieve their goals through proper planning and investment strategies.

Outside of work, I enjoy spending time with my wife, Natalie; and our two children, Lucy and Avery. In addition, I like to barbeque, brew beer, fish, sail, travel, and attend Ole Miss games.

AREAS OF CONCENTRATION

• Asset Allocation
• Education Planning Strategies
• Estate Planning Strategies
• Financial Planning Strategies
• Investment Strategies
• Retirement Planning Strategies
• Wealth Management

EDUCATION

• University of Mississippi, Bachelor in Business Administration Degree in Banking & Finance and Managerial Finance
• CERTIFIED FINANCIAL PLANNER^™ professional (CFP®), 2005

My Community Activities

• Local Ole Miss Alumni Association, Member
• Rotary Club of Gulfport, Member
• Salvation Army, Volunteer
• Trinity United Methodist Church, Member