Marty | Chief Financial Officer | Hall & Burns Wealth Management

Marty Monahan

Chief Financial Officer

Marty Monahan serves as CFO for the Hall & Burns Wealth Management team.  He provides actionable insights based on financial analysis and strategic planning to help drive practice innovation and growth.  

Marty’s financial services career spans over 15 years. He has worked as an advisor in both the Wirehouse and RIA environment. During that time he served on the management team that brought two struggling field offices to the top of the company nationally prior to being the Chief Operating Officer of an RIA in the Charlotte area. His intellectual curiosity, analytical inclination and industry acumen enable him to address your business needs.

Marty received a Bachelor’s Degree and an MBA from Winthrop University. He is FINRA Series 7, 63, & 66 registered through LPL and maintains the Certified Financial Planner® designation. He is also a Lean Six Sigma Black Belt Professional® and Six Sigma Champion Certified ™.

Originally from the northeast, Marty now resides in Fort Mill, South Carolina with his wife, Alison, and his son, Bentley. While his greatest enjoyment comes from spending time with his family, he also loves sports, gardening, learning and the outdoors.

Marty Monahan is an LPL employee and is part of the CFO solutions program that supports multiple advisor's businesses.