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.
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.