DRH Wealth Management

Cell: (973) 615-0168

Dennis Hall’s financial services career spans over three decades, beginning at the New York Stock Exchange in 1987.  Now, at Florham Park Wealth Advisors, he leads the DRH Wealth Management group as Partner and PIM Portfolio Manager.  Through personalized investment planning, tailored portfolio management and ongoing care, Dennis puts his clients first.  His relationships are based on deep trust and commitment.  He is accessible 24-hours a day for consultation and works diligently to deliver the best possible long-term investment outcomes for each and every client.

Prior to joining FPWA Dennis was a Senior Vice President, Wealth Management Advisor and a certified Personalized Investment Advisor (PIA) at Merrill Lynch, Bank of America.  He also earned a Private Investment Manager (PIM) designation at Wells Fargo Advisors. Dennis specializes in addressing the challenges of wealthy investors specifically: asset/liability management, estate planning strategies, retirement cash flow analysis, and education savings.  He and his team design customized investment strategies that take into account each client’s personal financial concerns, willingness to take on risk, current and future tax liabilities, and other considerations.  In order to keep these investment journeys intact, Dennis utilizes the many resources available to him – technology, research and collaboration with other advisors and portfolio analysts.   Furthermore, he engages with each client to review results and makes adjustments accordingly. 

Dennis holds a FINRA Series 7, 63, 65, 31 registrations and a life insurance license. CA Insurance license number 4315377 Resident State:NJ.  In his community, Dennis is an active member of Mendham Golf and Tennis Club.  He lives in Mendham, with his wife, Maureen, and four children.

*Wells Fargo Advisors Financial Network is not a legal or tax advisor.

Cell: (908) 578-0465

Matt manages all facets of operations and administration for Florham Park Wealth Advisors. This means every detail related to your ongoing servicing and account management is meticulously organized and coordinated by Matt.  

Matt and Dennis Hall, Partner and PIM Portfolio Manager, joined Florham Park Wealth Advisors as DRH Wealth Management in November 2017 after working together at Merrill Lynch for 6 years.  Matt was the teams’ Registered Senior Client Associate, providing white glove service and support to clients.  His client focus and ability to run a tight ship made him the perfect fit to lead these efforts at DRH Wealth Advisors.


Experience & Education

Matt also worked in a similar capacity at Wells Fargo Advisors.  His 20 years of experience is rooted in trading, administration and client service.  With this, Matt brings hands-on knowledge of Wells Fargo & Company's policies, procedures and operations to our business.

 
Matt holds several industry registrations, specifically, FINRA Series 7, 55, 63, and 65 registrations and a NJ state life insurance license.  He maintains sophisticated technical experience and seeks out new solutions that might improve our clients’ experiences.  


More About Matt

In his free time, he enjoys golfing and running. He lives in Long Valley, NJ, with his wife Karen, their two young children, Brielle and William, and their dogs Gabby and Nora.

Sharon Zisa is the Client Associate for DRH Wealth Management's team. She implements the digital adoption, new client experience model, and marketing. Sharon began her career in the Financial Services industry as an Operations Associate at AG Edwards where she was responsible for handling the more complex client service issues of the office as well as supporting the office management team.

Prior to joining DRH Wealth Management, Sharon spent eleven years as a middle school math and science teacher in Morris County, NJ. Her creativity and passion for helping people are what brought her back to the Financial Services industry.

Sharon attended William Paterson University where she majored in Psychology and Elementary Education and earned her Bachelor's Degree. She also earned a Master's Degree in Educational Administration from Saint Elizabeth University.

When not working to ensure a great client experience at DRH Wealth Management, Sharon enjoys running, cooking, and Long Valley Youth Sports. She lives with her two children in Long Valley, NJ.

Our GYT FORMula - Getting You There               

DRH Wealth Management has developed and refined a proprietary process called The GYT FORMula. The GYT Formula was born from the desire to find a new way to help clients improve and organize their financial lives into an easy-to-understand interactive format.  As your life unfolds your needs will evolve. We will maintain a process that not only allows us to have the ability to react to Critical Financial and Life Events but helps assure that we can actually prepare for them.  Keeping in place all of the unique pieces of your investment planning puzzle are how we help ensure that you can pursue your goals and find your financial independence. Getting you to your goal of financial independence and prosperity is the reason why we have created the GYT FORMula.

Our process integrates wealth management with risk and debt management, income and tax planning strategy and philanthropy. Each plan is unique. We spend time to understand and discover what your individual goals and desires are. We then design a customized program tailored to those needs, and through our proprietary process we are able to deploy your individual plan. Through Critical Financial and Life Events, we can help keep your plan on track.

 
Our Partnership Approach

We have also learned that we cannot be all things to all people, nor do we want or expect to be. We focus on a very specific FIT process that allows us to serve those clients for whom we are most suited.  Our Ideal Clients are primarily successful families, executives, business owners and professionals, many of whom are striving to secure investment legacies, help ensure income strategies that will pursue comfortable active retirement or seek a work optional lifestyle.