Professional Background
Austin M. Mall
CERTIFIED FINANCIAL PLANNER® professional
Professional Experience
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Present
Michael Bell, CFP® & Austin Mall, CFP® — Personal financial planning services provided to individuals, businesses, and entities. CERTIFIED FINANCIAL PLANNER® designation awarded by the Certified Financial Planner Board of Standards, Inc.
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2020–2026
Morgan Stanley — Financial Advisor and CFP®. Awards: Pacesetters Club (2025), granted to advisors who have demonstrated high professional standards, exceptional client service, and met strict criteria regarding revenue, assets under supervision, and compliance.
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2019–2020
St. Pius X Catholic High School — Economics Instructor and Lacrosse Coach.
Education
- 2011–2014: Clemson University, SC — B.S. in Economics, Magna Cum Laude. Minor in Financial Management.
- 2013: London School of Economics and Political Science — Core economics coursework toward Clemson degree.
- 2020–2023: The American College — CFP® courses: Estate, Investment, Insurance, and Tax Planning.
- 2016–2018: St. John Vianney College, Miami, FL — B.A. in Philosophy, Summa Cum Laude.
Licenses & Designations
- Certified Financial Planner (CFP®)
- Investment Advisor Representative
- General Securities – Registered Representative (Series 7)
- Uniform Securities Agent (Series 63)
- Uniform Combined State Law Exam (Series 66)
- Health, Life, and Variable Annuity