Mitchel Thomas
Advisor at Merrill
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Mitchel Thomas is a Financial Advisor with Merrill Lynch Wealth Management, specializing in helping clients develop strategies to pursue their short-, mid-, and long-term financial goals. In his role as a Merrill Financial Solutions Advisor, he focuses on understanding each client's unique priorities to provide guidance on general investing, retirement planning, and saving for unexpected expenses. Mitchel also offers access to Bank of America specialists for additional banking, credit, home financing, and small business solutions. He collaborates closely with clients to address their concerns and questions, delivering ongoing advice as their financial needs evolve.
Mitchel holds a Bachelor's Degree from Bloomsburg University of Pennsylvania and holds the professional designations of CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). He is also accredited as an Accredited Asset Management Specialist™ (AAMS™). Outside of his professional work, Mitchel is involved in community organizations including the MSG Sean Thomas Foundation and Rotary.
Client services
Based on Merrill
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
Expertise
General retirement planning
Wealth management
Location
1 W 3 Rd St
Williamsport, PA 17701
Most active in
Mitchel T has reported serving >5 clients in these states in the last 12 months.
Pennsylvania · Texas
Work history
Bank of America, N.A.
2024 - Present (2 years)
Merrill
2024 - Present (2 years)
Raymond James Financial Services Advisors
2019 - 2024 (5 years)
Aspire Wealth Group
2019 - 2024 (5 years)
Raymond james Financial Services, Inc
2019 - 2024 (5 years)
Enterprise Rent-a-Car
2019 - 2019 (1 year)
Bloomsburg University of Pennsylvania
2015 - 2019 (4 years)
Buck Lumber
2014 - 2019 (5 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
Michael H
Series 63, Series 65
Williamsport, PA
Hudock Capital Group
John K
CFP®, Series 66
Williamsport, PA
Hudock Capital Group
Shelley W
CFP®, Series 63, Series 65
Williamsport, PA
Hudock Capital Group
Wayne D
Series 63, Series 65
Williamsport, PA
Hudock Capital Group
Amanda P
Series 65
Williamsport, PA
Hudock Capital Group
Joshua Y
Series 65
Williamsport, PA
Hudock Capital Group
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