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Mary Mullin

Mary Mullin

Formal First Name
Mary
Link
LinkedIn
Dates
1959 - present
Location
Boston

Mary Mullin, CSRIC™, CPFA, CPWA®, CRPC®, CIMA®, CFP®, is Managing Director and Wealth Management Advisor of Mullin & Associates at Merrill Lynch Wealth Management. She has been working at Merrill since 1981, where she assists clients in managing wealth and with planning every aspect of their financial life. She leads her team in providing comprehensive wealth management guidance through the development of various investment strategies. Throughout her career, she has received continuous recognitions from major industry publications, including Barron's magazine, Forbes magazine, The Financial Times, and Registered Rep. Backed with vast academic and professional knowledge, she has gained invaluable insights that can help her clients navigate every volatile investment environment. She is also highly involved in different community activities, serving on the boards of numerous organizations.

Professional Experience

Academic History

MULLIN & ASSOCIATES

  • The team is a goals-based wealth management team dedicated to serving a select number of ultra-high-net-worth families, business owners, family offices, foundations, and endowments.

  • The team provides customized strategies to help clients achieve their goals using a comprehensive approach to planning and investment advice guidance.

  • The team has expertise in key areas, including investment management, cash flow strategies, liability management, retirement planning, estate planning services, access to banking services through bank of America, insurance and advising parents with children with disabilities or special needs and women in transition.


RECOGNITIONS

  • Barron's Hall of Fame, 2019

  • Barron's Top 100 Women Advisors, 2009–2023

  • Barron's Top 1,200 Financial Advisors, 2017–2023

  • Forbes America's Top Wealth Advisors, 2017–2023

  • Forbes America's Top Women Advisors, 2017–2023

  • Forbes Best-in-State Wealth Advisors, 2018–2023

  • Financial Times Top 400 Financial Advisors, 2016–2020

  • Registered Rep's Top 50 Wirehouse Women, 2014–2016


DESIGNATIONS & CERTIFICATIONS


COMMUNITY INVOLVEMENT

Warnings and Disclaimers

The information contained herein is obtained from sources believed to be reliable, but its accuracy cannot be guaranteed. It is not designed to meet your personal financial situation - we are not investment advisors nor do we give personalized investment advice. The opinions expressed herein are those of the publisher and are subject to change without notice. It may become outdated an there is no obligation to update any such information.

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