Michael Mullen is a Wealth Management Advisor, CERTIFIED FINANCIAL PLANNER, CFP® professional and a co-founder of the Mullen Group in Greenwood Village. Michael provides in-depth advice, overarching leadership, and sustained support to high-net-worth individuals and families, helping them deploy their wealth more strategically and meaningfully. He combines robust technical knowledge with an innate ability to connect with clients and their priorities, helping them pursue the positive outcomes their wealth can entail.
The Mullen Group has particular depth catering to the needs of retirees, corporate executives, business owners and multi-generational families. Their areas of focus include retirement planning, concentrated and restricted stock strategies and options analysis, pre- and post-liquidity event planning, trust and estate planning services, risk mitigation, and tailored portfolio management.
*Trust, fiduciary, and investment management services are provided by Bank of America, N.A., Member FDIC, and wholly owned subsidiary of Bank of America Corporation (“BofA Corp.”), and its agents.
Michael joined Merrill Lynch Wealth Management in 2011 and has been in the financial services industry since graduating from the University of Northern Colorado in 2009 where he received his Bachelor of Science degree in Business Finance. Michael, and his wife Megan, and their 2 children love spending time outdoors, cooking as a family and attending live sporting events together.
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.
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.
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.
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 of Merrill investing and Bank of America banking solutions
1BofA 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, and wholly owned subsidiary of Bank of America Corporation ("BofA Corp.").
