K. Jill Hall
Princess Anne,MD
Summary
Results-driven financial professional with proven ability to develop effective financial strategies and manage diverse investment portfolios. Known for fostering team collaboration and consistently achieving client-centric results. Highly adaptable and dependable in dynamic environments.
Overview
37
37
years of professional experience
1
1
Certification
Work History
President/CEO
Landmark Insurance & Financial Group
02.1995 - Current
- I have been helping my clients in pursuit of a successful, financial future since 1994.
- Developed strong partnerships with cross-functional teams for improved collaboration and efficiency.
- Delivered operational excellence by optimizing resources, processes, and overall cost structure.
- Licenses: Life & Health, Property & Casualty
- License to sell insurance in Maryland | Virginia | Delaware | District of Columbia | Pennsylvania | New York
Financial Advisor
Osaic Financial and Other Firms
02.1995 - Current
- Developed comprehensive financial plans tailored to client goals and risk tolerance.
- Analyzed market trends to provide informed investment recommendations.
- Investment advisory services offered through Osaic Advisory Services, LLC.
Assistant Controller
Food Marketing Institute
09.1988 - 07.1993
Branch Manager
Coca Cola Enterprises
08.1993 - 08.1994
Registered Representative
International Money Management Group, Inc.
05.1995 - 01.1999
Investment Advisor Representative
Jefferson Pilot Securities Corporation
08.2004 - 07.2008
- Registered Representative
- Jul 1999 - Aug 2004
Investment Advisor Representative
Lincoln Financial Securities
07.2008 - 01.2025
- Advisory Representative offering investments & advisory services through Lincoln Financial Securities. Member SIPC
- Insurance offered through Lincoln affiliates and other fine companies.
- Landmark Insurance & Financial Group and the Somerset County Historical Society are not affiliates of Lincoln Financial Securities.
- LFS-5641547-042223
Trustee
Somerset County Historical Society
04.1997 - Current
Education
MBA - Business
University of Maryland
College Park, MD01.1994
BS - Finance
University of Delaware
Newark, DE01.1988
Bachelor's degree - Finance, General
University of Delaware
High School - undefined
Washington High School
01.1984
Skills
- Insurance planning
- Retirement planning
- Portfolio analysis
- Financial planning
Websites
Certification
- Certified Financial Planner
- Insurance Agent, Property & Casualty
- Insurance Agent, Accident, Health, Life, Variable Life & Variable Annuities
Personal Information
Title: President/CEO at Landmark Insurance & Financial Group
Timeline
Investment Advisor Representative
Lincoln Financial Securities
07.2008 - 01.2025
Investment Advisor Representative
Jefferson Pilot Securities Corporation
08.2004 - 07.2008
Trustee
Somerset County Historical Society
04.1997 - Current
Registered Representative
International Money Management Group, Inc.
05.1995 - 01.1999
Financial Advisor
Osaic Financial and Other Firms
02.1995 - Current
President/CEO
Landmark Insurance & Financial Group
02.1995 - Current
Branch Manager
Coca Cola Enterprises
08.1993 - 08.1994
Assistant Controller
Food Marketing Institute
09.1988 - 07.1993
Bachelor's degree - Finance, General
University of Delaware
High School - undefined
Washington High School
MBA - Business
University of Maryland
BS - Finance
University of Delaware