A TEAM YOU CAN TRUST
Michael Wall: President, CEO
Michael D. Wall is the founder and CEO of Wall Private Wealth, Inc. and U.S. Private Wealth, LLC. He is also a founding partner of Wall Leaman, LLC a business consulting firm fluent in succession planning. Michael is the host of The Michael Wall Show, a dynamic podcast heard in over 100 countries.
He has been a guest on national media outlets CNBC, FOX Business, and Bloomberg. His advice and views have appeared in Forbes, the Wall Street Journal, SmartMoney, CNN Money, Modern Medicine, The Street, USA Today, and others. Michael is also the author of Retire Once Retire Well, a simple guide to investing in retirement.
Michael is a devoted husband and father of four beautiful children, residing in South Florida. He is involved in many local and national charities, such as Place of Hope, Operation Underground Railroad, and Christ Fellowship. He also serves on the board for Life Action Ministries.
Dalton Helvey: Investment Advisor Representative
Dalton is an advisor with the firm who will also assist as a junior portfolio manager. Dalton has been a part of the firm’s investment philosophy as well as researching and evaluating the appropriate securities that will align with this philosophy. He also assists Michael and our external compliance consulting firm with compliance needs.
Dalton received his B.B.A. in finance and accounting from The University of Michigan. He and his family are actively involved in the church community in South Florida. In his spare time, he enjoys traveling and surfing local beaches.
Joseph Featherstone: Investment Advisor Representative
Joseph is an advisor with the firm focusing on new client development and Strategic Partnerships. In addition to servicing clients, Joseph has been an important part of making connections with other firms that are potential candidates to come under our umbrella. As we continue the journey towards our vision for the future, he will be helping us grow to achieve our goal of 50 quality advisors across the country.
Joseph is happily married to his best friend and wonderful wife, Heidi, a native of Austin, Texas, and they reside in Jupiter, FL. They love to travel the world and go on adventures together. He is actively involved in the church community in South Florida and working to make the world a better place, one day at a time. Joseph loves golf, soccer, Formula 1, shooting and being active.
Maggie Hernandez: Client Services Director
Sam Silva: Private Client Consultant
Sam’s passion for the financial markets traces back to his pre-professional years when as a teenager he developed a fascination about value investing and taking the long term view on capital allocation. Growing up in Venezuela, the concept of investing in anything other than real assets was at first foreign to him, and so the realization of the wonderful possibilities available with a well-rounded financial plan opened up a new world of opportunity.
Having had the fortune and honor to have been a part of wonderful companies like Northwestern Mutual and Silvani Capital over the past two decades, on both the sell-side and buy-side, Sam comes to our firm to help further develop and strengthen our private client relationships and our roots in our local community that we so love and call home.
Sam is husband to the love of his life Carolina, and father to 2 wonderful girls. He is committed to his family, church, and community, and if you challenge him in a game of tennis or pickleball, he will win. Maybe!
Tommy Nevill: Private Client Consultant
Tommy brings a level of prestige and top shelf service to our private clients. He is a restauranteur and an avid golfer. Tommy is happily married and he and his wife, Kelsey, reside in South Florida with their son.
Ashley Hernandez: Office Manager
Ashley ensures the office runs smoothly; doing everything from answering phone calls to scheduling appointments and assisting Michael directly. She coordinates our events and keeps in touch with the community. In addition, she assists with business details and day-to-day needs of the firm.
Ashley and her husband, Andrew, met at a local church in South Florida and are actively involved in youth ministry. They are both native Floridians and love the opportunity to travel to see new places. They are excited to welcome a little girl to their family in June of 2020!
Luann McLeod: Client Services Assistant
Luann assists in preparing and faciliting the appropriate paperwork necessary for new clients. She also helps current clients with their day-to-day requests such as withdrawals from their accounts, RMDs, beneficiary changes, as well as any other servicing needs they may have.
Luann is married to Dan McLeod, a retired engineer and project manager at Lockheed Martin. They have lived in Florida all their lives and have three children. One of Luann’s goals is to constantly look for ways to improve the lives of others. On the side, she is a natural essential oils consultant!
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