Paul Mullen
Managing Director, Senior Resident Director
NMLS #652723
470 Norristown Road
Suite 101
Blue Bell PA 19422
(484) 530.5315
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Understanding your life priorities is an important part of the relationship with you. It’s not just about markets and returns, it’s about what matters most to you.  I can collaborate to help create a personalized plan designed around you, your family, your goals and your aspirations.
Profile

Paul Mullen is a Managing Director, Senior Resident Director at Merrill’s Blue Bell office.  He has held financial and managerial positions with Merrill for 33 years. Understanding the specific situations and goals of the clients that he works with is the cornerstone of Paul’s practice.  As a result Paul strives to establish deep and valued relationships.  He works with individuals, senior-level executives, business owners, corporations, endowments, and estates.  Services Paul provides to his clients include financial and wealth strategies along with crafting custom built portfolio for each client.  Paul’s philosophy is centered around the client, looking at the big picture and focusing on client’s goals and aspirations.  Client satisfaction and the ongoing ability to track progress against each stated goal are the primary business objectives. Paul represents other managers and advisors –working directly with the Firm’s senior management on ways to enhance client offerings and service.  Paul is also involved in a number of local charities lending his time and talents to Philabundance, and Cradles to Crayons. In addition he serves on the Board of directors for For Pete's Sake Cancer Respite Foundation, as well as the Board of Directors for Archbishop Wood HS. He also serves on the financial committee of Gwynedd Mercy Academy HS. Paul is a graduate of Shippensburg University and has a B.S.B.A. in Marketing. He also holds a designation as a Chartered Retirement Planning CounselorTM, CRPCTM from the College for Financial Planning Institutes Corp. Paul lives in Horsham, with his wife of 31 years and his three daughters.   He is an avid runner, having competed in several marathons including Boston, New York, Chicago, Washington, and London.  I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.

Recognition
Forbes "Best-in-State Wealth Advisors", 2019-2024
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Click here to learn more about advisor recognitions
About Me
Welcome

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.

Meet Our Professional Staff
Emily Streeter
Vice President, Registered Wealth Management Client Associate
484.530.5317
Jeanne P. Calandra
Officer, Wealth Management Client Associate
484.530.5376
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Christopher Caradec
Wealth Strategies Advisor
Bank of America, N.A.
Michael Perticari
Senior Wealth Management Lending Officer
Bank of America, N.A.
NMLS #535721
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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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.
Paul Mullen is registered to do business in AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY.