Thomas M. Hall

CFP, CRPC, Vice President, Financial Advisor

Contact Me
Thomas M. Hall


Experience, intellectual capital and dedicated personal service to help you meet your life goals

My Story and Services

About Me

As your Financial Advisor, I can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together I can help you to preserve and grow your wealth. You will have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.

Access to Private Banking >

Services Include

  • Wealth Management
  • Municipal Bonds
  • 401(k) Rollovers
  • Business Succession Planning
  • Estate Planning Strategies
  • LGBT Planning Services

Securities Agent: FL, IL, MA, MD, MI, NC, NJ, NY, OH, PA, TX, WA; General Securities Representative; Investment Advisor Representative

NMLS#: 534145

Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

Client Service Team

Client Service Team

Kathryn Finkenbinder

Client Service Associate

My name is Kathryn “Katie” Finkenbinder.  I received my Bachelor of Arts degree in Communication Studies with minors in Management and Politics from Juniata College, located in Huntingdon, Pennsylvania. I also completed undergrad coursework at Mansfield University, and attained an Associate Degree specializing in Business.

I have a great passion for working with others to achieve their financial goals, and developing relationships with everyone that I meet.  I can assure you that you will receive my personalized attention. 

Fun facts-I am from Alexandria, Pennsylvania. I have two beautiful daughters, Junelyse and Julia. I am constantly on the go, but love when I get to stay home!  I have been to Germany, and would love to travel to Ireland! 

If you have any questions, please do not hesitate to ask. I look forward to speaking with you, and meeting you soon!



  • 720 S Atherton St 1st Floor
  • St. College, PA 16801


    Working with you to understand your life goals and develop a truly personalized wealth strategy.  Today and for the years to come.

    • 401(k) Rollovers
    • IRA Plans
    • Retirement income strategies
    • Annuities

    Business Planning

    Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.

    • Succession Planning
    • Business Planning
    • Retirement Plan Sponsors
    • Corporate Pension Funds

    Ready to start a conversation? Contact Thomas M. Hall today.

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