Our Team

Marilyn (Mimi) Hall

Consultant

Mimi worked in Information Technology for over 25+ years in various capacities including Analyst, Supervisor, Project Manager and Client Liaison.   In 2002, Mimi embarked on a second career as Financial Advisor.  She is currently a Principal and Associate Director of Compliance at a local Broker-Dealer, helping to ensure adherence to FINRA and SEC rules and regulations.  Last year Mimi entered the Medicare market, obtaining certifications to market/sell an array of Medicare products including Medicare Advantage, Supplement, and Part D plan.

Mimi received a BS degree in Business Administration from Ithaca College – School of Business.  She also holds FINRA Series 7, 63, 24 (Principal) licenses and NY and FL Life/Health/Annuity Insurance licenses as well as the Medicare certifications.