Mitchel Thomas
Advisor at Merrill
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.
Advisor at Merrill
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.
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.
Bank of America, N.A.
2024 - Present (2 years)
Merrill Lynch, PIERCE, FENNER & SMITH INCORPORATED
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)
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