George McMullen is a Senior Financial Advisor and Vice President with Merrill Lynch Wealth Management located in the Princeton, NJ office. He has been involved in the financial industry since 2000, joining Merrill in 2002.
During his years at the firm, George’s knowledge and guidance has earned him the loyalty and trust of individuals and their families. We understand each client is unique, that is why we start by listening-getting to know the client and learning from them and understanding the extraordinary opportunities and challenges that define the client’s life and apply the firm’s wealth of expertise to assist in the pursuit of these complex issues.
We work as a team to assemble specialists to suit each client’s particular situation and service need. Our mission is to offer financial strategies that addresses the focus on pursing client evolving needs. We deliver insights and strategies in tax efficient asset management, retirement income, estate planning services, trust services, education funding and provide access to Bank of America for clients’ customized credit needs. We know that integrity and transparency are critical to building trust. We approach each decision focused on client’s needs and best interest.
This standard permeates everything we do for our clients. We have the depth and breadth to help you pursue your goals. We balance an intimate client experience with access to extensive investing resources of Merrill Lynch Wealth Management, banking resources of Bank of America and trust services of Bank of America Private Bank. Our goal is to become a wealth management resource and one of the client’s trusted advisors.
George holds Series 7, 63 and 65 FINRA registrations. In addition, he holds NJ Life, Health and Long-Term Care insurance licenses.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
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.