Thomas M. Hall

CFP, CRPC, Vice President, Financial Advisor, Financial Planning Specialist

Contact Me
Thomas M. Hall


Helping you grow and preserve your wealth, based on what you tell me is important to you.

My Story and Services

How I measure success

I measure success by my ability to help a select group of “millionaires next door” build and preserve wealth, based on what they tell me is important to them.

Beyond investment performance, I believe superior wealth management is about helping to preserve and grow a family’s net worth.

To me, that means looking ahead, to help prepare for what’s next. It means managing debt and other risks. It means taking the long view when addressing the short term.

It means professional discipline, flexibility and resilience, and personal devotion to my clients and their families.

I look forward to meeting you. It all starts with a conversation.

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

    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


    Explore ideas and inspiration with captivating, original lifestyle stories created exclusively for Morgan Stanley clients.

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

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