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Joshua Hall

Advisor at True Vine Investments

Updated today
True Vine Investments logo

Firm

True Vine Investments

Location

Williamsport, PA

Credentials

ChFC®, Series 63, Series 65

Industry experience

4 years

Client services

Portfolio management

Work history

Medline Industries

2019 - Present (7 years)

True Vine Investments

2010 - Present (16 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Jonathan S

Series 66

Williamsport, PA

Edward Jones

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy General estate planning guidance Founder/Business Owner

David T

CFP®, Series 66

Williamsport, PA

Edward Jones

Retirement income strategy Divorce financial planning Business ownership considerations Founder/Business Owner Executive LGBTQIA
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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.

Wealth management

George B

Series 63, Series 65

Williamsport, PA

Merrill

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.

Wealth management Retirement income strategy General retirement planning College savings (529s, UTMA, etc.) General estate planning guidance

Sherri H

Series 66

Montoursville, PA

Edward Jones

Retirement income strategy General estate planning guidance Wealth management

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.

General retirement planning Wealth management
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