George Bierman
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.
Firm
Merrill
Location
Williamsport, PA 17701
Credentials
Series 63, Series 65
Industry experience
41 years
About
George Bierman is a Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management, with over 40 years of experience in the financial industry. He specializes in developing long-term financial strategies tailored to individual investment objectives, focusing on equity and tax-free investing. Since 1984, George has served as a Wealth Management Advisor for Merrill, leveraging his prior experience in the Savings and Loan industry to provide a comprehensive approach to wealth management.
George holds a Bachelor of Science degree in Business Administration Management from Bloomsburg University and is a Dale Carnegie Business Communications graduate. He maintains several professional licenses, including Series 63, 65, and 7, as well as Life, Accident, and Health Insurance licenses. Additionally, he holds the designation of Personal Investment Advisor (PIA). His practice emphasizes a systematic, client-centered approach that aligns financial strategies with each client’s goals and risk tolerance. Through Merrill, he offers a broad range of services such as retirement, estate, college planning, and portfolio management, supported by a team of specialists and research resources.
Outside of his financial career, George is deeply involved in martial arts, holding a 9th degree blackbelt Grandmaster rank in Goshin-Jutsu karate and six world titles from the World Games in St. Petersburg, Russia. He has been practicing martial arts since 1973 and earned a Doctor of Philosophy in the Fighting Martial Arts. George is also committed to community involvement through volunteer work. His personal interests include adventure sports, camping, golfing, hiking, and hunting.
Client services
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
Wealth management
Retirement income strategy
General retirement planning
College savings (529s, UTMA, etc.)
General estate planning guidance
Work history
Bank of America, N.A.
2011 - Present (15 years)
Merrill Lynch, PIERCE, FENNER & SMITH INCORPORATED
1984 - Present (42 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:
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
Jonathan S
Series 66
Williamsport, PA
Edward Jones
David T
CFP®, Series 66
Williamsport, PA
Edward Jones
Michael B
Series 63, Series 65
Williamsport, PA
Merrill
Michael Bush is a Wealth Management Advisor with Merrill Lynch Wealth Management. He focuses on creating personalized wealth management strategies tailored to clients' individual financial goals and priorities. By connecting all aspects of a client's financial life, he aims to help them pursue what matters most in a flexible manner aligned with changing market conditions. Michael also provides access to investment insights from Merrill and banking and lending solutions through Bank of America. He holds the designations of CERTIFIED FINANCIAL PLANNER (CFP), Certified Investment Management Analyst (CIMA), and Personal Investment Advisor (PIA). His educational background includes a Bachelor's Degree from Dartmouth College and completion of an Accredited Certificate Program at the University of Pennsylvania. In addition to his advisory role, Michael participates in community volunteer activities, reflecting the Merrill tradition of community involvement.
Sherri H
Series 66
Montoursville, PA
Edward Jones
Mitchel T
Series 66
Williamsport, PA
Merrill
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.
Joshua H
ChFC®, Series 63, Series 65
Williamsport, PA
True Vine Investments
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