William O. Hall, III, CPA, CPA, CFP®

William O. Hall, III, CPA, CPA, CFP®

Bill Hall has more than 30 years of experience in the investment advisory, financial planning, and fiduciary services business. He serves as President & CEO of Clearstead Trust. Mr. Hall oversees all aspects of the trust company’s business and works directly with clients.

Previously, he was President & CEO of Plimsoll Mark Capital, a wealth advisory firm that was folded into Clearstead Trust. While at Plimsoll Mark, he authored The Safe Money Report, the flagship national investment newsletter of the Weiss Publishing Group. Before founding Plimsoll Mark Capital in 2009, he served as Chief Executive and President of WP Stewart & Co., a publicly traded company with operations in New York City, Bermuda, London, and Hong Kong.  Prior to joining WP Stewart, Mr. Hall was Managing Director of HM Payson & Co., a private trust company in Portland, Maine. He is also a founder and the managing principal of Hazzard & Hall, CPAs, PA.

Mr. Hall has been a member of numerous not-for-profits boards including Southern Maine Community College Foundation, Maine Education Services, and Winter Kids where he held the position of Chairman. Bill is an avid sports fan with a keen interest in sports analytics. As such, he is a strategic advisor to Game Point Capital, a firm that, along with Lloyd’s of London and its own captive underwriting capacity, provides risk optimization and specialty finance products to the sports industry. He is also a certified NBA player agent.

Mr. Hall lives in Cape Elizabeth, Maine with his wife Jenny.