Paul Mullen
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
Blue Bell, PA 19422
Credentials
Series 63, Series 65
Industry experience
35 years
About
Paul Mullen is a Managing Director and Senior Resident Director at Merrill's Blue Bell office. He has held financial and managerial positions with Merrill for 35 years. Paul works with individuals, senior-level executives, business owners, corporations, endowments, and estates, providing financial and wealth strategies along with crafting custom-built portfolios for each client. He also represents other managers and advisors, working directly with the Firm's senior management to enhance client offerings and service.
Paul is a graduate of Shippensburg University with a B.S.B.A. in Marketing and holds the Chartered Retirement Planning Counselor™ (CRPC™) designation from The College for Financial Planning Institutes Corp. He serves on the boards of directors for For Pete's Sake Cancer Respite Foundation and Archbishop Wood High School, and participates on the financial committee of Gwynedd Mercy Academy High School. Additionally, he volunteers his time with organizations including Philabundance and Cradles to Crayons.
He lives in Horsham with his wife of 32 years and their three daughters. Paul is an avid runner and has competed in several marathons including Boston, New York, Chicago, Washington, and London.
Client services
Based on Merrill
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
Social Security optimization
General retirement planning
ESG / Sustainable investing
Occupation focus
Executive
Location
470 Norristown Rd
Blue Bell, PA 19422
Most active in
Paul M has reported serving >5 clients in these states in the last 12 months.
Connecticut · New Jersey · Pennsylvania · Texas
Work history
Bank of America, N.A.
2011 - Present (15 years)
Merrill
1991 - Present (35 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:
-
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.
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