Mullin & Associates

Merrill Lynch Wealth Management
100 Federal Street
Floor 17
Boston, MA 02110
(617) 946.4018
Learn more about an advisor's background on
Mullin & Associates - Named to the 2024 Forbes “Best-in-State Wealth Management Teams” list Published on January 9, 2024. Rankings based on data as of March 31, 2023
Mullin & Associates
Welcome

Mullin & Associates 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. Using a comprehensive approach to planning and investment advice guidance, we provide customized strategies to help clients achieve their goals. Our holistic approach to wealth management is centered around our deeply held commitment to take the time to understand the values, needs, goals and concerns of clients. We strive to provide an exceptional client experience. Our hope is to have a meaningful and lasting impact on the lives of clients, their families and the institutions' assets they are responsible for.

Recognition
Mary Mullin
Managing Director, Wealth Management Advisor
Barron's "America's Top 1200 Financial Advisors State-by-State", 2017-2024
(Published annually in March. Rankings based on data as of September 30 of prior year.)
Barron's "Top 100 Women Financial Advisors", 2009-2024
(Published annually in June. Rankings based on data as of March 31 of current year.)
Barron's "Hall of Fame", 2019
(Published throughout 2019. Rankings based on data current list.)
Forbes "Best-in-State Wealth Advisors", 2018-2024
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Forbes "America"s Top Wealth Advisors", 2017-2024
(Published in April 2023-2024. Rankings based on data as of June of the preious year. Years pre-dating 2023, published annually Aug - Oct. Rankings based on data as of March - June of current year.)
Forbes "America"s Top Women Wealth Advisors", 2017-2024
(Published annually Feb – April. Rankings based on data as of June 30 – September 30 of prior year.)
Financial Times "400 Top Financial Advisers", 2016-2020
(Published annually Mar – April. Rankings based on data as of June 30 of prior year.)
Click here to learn more about advisor recognitions
About Us
Capabilities

Merrill's process is designed to help deliver a customized, comprehensive experience to assist you not only in wealth accumulation and preservation, but in areas that go beyond investments. Providing you with access to the investment insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking and lending solutions of Bank of America offers a way to help you manage all of the pieces of your financial life. Working one-on-one with a Merrill advisor means you have a single point of contact to help you with potential strategies for transferring wealth to the younger generation.

Meet Our Team
Mary Mullin,

CFP®, CIMA®, CPFA™, CPWA®, CRPC™, CSRIC®, SE-AWMA™

Managing Director, Wealth Management Advisor
617.946.4018
Jaclyn Rossiter,

CFP®, CRPC™

Wealth Management Advisor
617.946.4154
Patrick Mullin,

CFP®, CIMA®, CSRIC®

Wealth Management Advisor
617.946.4041
Jill R Phelan
Assistant Vice President, Wealth Management Associate
617.946.4235
Jillian Maguffin,

AAMS™

Officer, Registered Wealth Management Client Associate
617.946.4058
Brooke Blanche
Wealth Management Client Associate
617.946.4304
Jenna Heins
Wealth Management Client Associate (FP)
617.946.4202
Connaught Burke
Wealth Management Client Associate
About Merrill

Bringing fresh perspectives to your financial life

The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Chartered SRI Counselor™, CSRIC®, and the CSRIC® logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®, CPWA® and Certified Private Wealth Advisor®. Use of CIMA®, and/or Certified Investment Management Analyst®, CPWA® and/or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for certification.
Sports & Entertainment Accredited Wealth Management Advisor™, SE-AWMA™, and the SE-AWMA™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals.
Accredited Asset Management Specialist™, AAMS™, and the AAMS™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.