The Mullen Group

Approach

Our approach begins by understanding what you want your wealth to accomplish. From there, we help develop a clear strategy designed around your priorities, while drawing upon the investment resources of Merrill and the banking and lending capabilities available through Bank of America. Our goal is simple: bring clarity to complexity and help you make informed decisions about the wealth you've worked hard to build.

Capabilities

**Your wealth is interconnected. Your strategy should be, too.** At The Mullen Group, we help affluent individuals and families address the financial decisions that often become more complex as wealth grows. Our capabilities include: * **Investment Management**: Building and managing portfolios around your objectives. * **Tax\-Aware Investing**: Considering tax implications as part of investment decision\-making. * **Retirement Planning**: Coordinating investments and income needs for the years ahead. * **Risk Management**: Identifying and addressing risks that could affect your wealth strategy. * **Legacy Planning**: Helping align your wealth with your goals for family and future generations. * **Banking \& Lending**: Accessing appropriate Bank of America banking and lending capabilities as part of the broader relationship. **One relationship. A coordinated view of your financial life.**

Personalized planning

**Helping you create a personalized plan** At Merrill, we go beyond the traditional role of an advisor. * Your goals, concerns and attitude about investing are the foundation of your plan. * We actively listen and provide personalized advice — ensuring we understand what matters most to you and your family. * We're committed to creating a personalized plan that evolves with you to help you live well today while preparing for the future.

Team and resources

**Giving you access to our teams and solutions** Your advisor is one part of an experienced team dedicated to helping you achieve your goals. Acting as your single point of contact, your advisor provides personalized strategies and connects you with: * Bank of America specialists, such as mortgage or trust professionals * Timely insights from BofA Global Research1 to help you stay informed and navigate ever\-changing markets * A [full suite](https://www.ml.com/solutions/all.html) of Merrill investing and Bank of America banking solutions ^1^~BofA Global Research is research produced by BofA Securities, Inc. ("BofAS") and/or one or more of its affiliates. BofAS is a registered broker\-dealer, [Member SIPC](http://www.sipc.org/), and wholly owned subsidiary of Bank of America Corporation ("BofA Corp.").~

Recognition