Client Service Associate
Annie Hall brings years of client service experience to deliver personal, knowledgeable and compassionate day-to-day assistance to our clients. She is a Client Service Associate based out of the Falls Church office, assisting all advisory teams to deliver daily support for our clients’ financial needs. Annie comes to XML with years of financial industry experience servicing a wide range of clientele, with specialized knowledge in Trust & Estate planning as well as retirement and brokerage services.
Annie is a native of the Washington Metropolitan area, having grown up in Montgomery County, Maryland and attended the University of Maryland for her undergraduate degree in Psychology. Annie currently lives in her hometown of Kensington with her partner, 10-year-old daughter, their tabby cat Cheeto and new Sheepadoodle Gnocchi. Annie is a former restaurant industry professional, with a passion for cooking. She also enjoys skiing, golfing and her hometown sports teams (Washington Football, O’s and Nats & the Caps).
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