Elevate Wealth Advisory is pleased to announce the addition of Benjamin C. Hall, CPA, MBA, as Director of Tax Services and Wealth Adviser Associate.
Ben brings more than two decades of leadership in accounting, finance, and tax strategy, and his expertise will further strengthen Elevate’s commitment to delivering exceptional, integrated, advanced wealth planning services to its clients.
In this new role, Ben will lead Elevate’s in-house tax planning and preparation services, overseeing the development and execution of tax-efficient strategies. His work will include direct collaboration with the firm’s wealth advisers to ensure seamless, compliant, and personalized financial experiences. Ben will also manage internal tax operations, oversee the selection and implementation of tax systems and processes, and contribute to the firm’s broader estate and gift tax planning strategies.
“Ben’s deep knowledge of financial systems and his background as a CPA make him an ideal leader for our expanding tax services,” said Deanne Rosso, President and CEO of Elevate Wealth Advisory. “We are thrilled to have him join our team and help us elevate the level of proactive, customized support we offer to clients.”
Prior to joining Elevate, Ben served as Corporate FP&A Manager at Ashton Woods in Alpharetta, GA, where he led annual budgeting, forecasting, and performance reporting initiatives. His previous experience also includes senior finance and accounting leadership roles at Weyerhaeuser, Plum Creek, and AT&T. He began his career in audit and tax services at KPMG and Joseph Decosimo and Company, gaining foundational experience that has informed his strategic approach to financial planning and compliance.
Ben holds a Master of Business Administration from the University of Georgia and dual bachelor’s degrees in finance and accounting from the University of Southern Mississippi. He is a licensed CPA in Georgia and Louisiana.
