Outlook 2023: Back to the (new) future

Outlook 2023: Back to the (new) future

Watch experts discuss inflation, interest rates, the markets – and the possibility of a more promising market environment.

Watch now

Outlook 2023: Back to the (new) future

Outlook 2023: Back to the (new) future

Watch experts discuss inflation, interest rates, the markets – and the possibility of a more promising market environment.

Watch now

Merrill Lynch

Mullin & Associates

Learn more about an advisor's background on
FINRA's BrokerCheck

Merrill Lynch
Wealth Management


Mary Headshot 1 2016.jpg
Barron Hall of Fame photo.jpg

Mary Mullin

Named to Forbes’ America’s Top 250 Wealth Advisors list in 2021 for the 5th consecutive year.*
(*Published annually Aug – Oct. Rankings based on data as of Mar 31 – June 30 of current year)
Named to Forbes’ Top Women Wealth Advisors in 2022 for the 6th consecutive year.*
(*Published annually Feb – April. Rankings based on data as of June 30 – September 30 of prior year)
Named to Forbes’ Best-in-State Wealth Advisors list in 2022 for the 5th consecutive year.*
(*Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Named to Barron’s Top 100 Women Financial Advisors in 2021 for the 13th consecutive year.*
(*Published annually in June. Rankings based on data as of March 31 of current year)
Named to Barron’s Top 1,200 Financial Advisors in 2022 for the 6th consecutive year.*
(*Published annually in March. Rankings based on data as of September 30 of prior year)
Named to Financial Times Top 400 Financial Advisors in 2016 through 2020*
(*Published annually Mar – April. Rankings based on data as of June 30 of prior year.)
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.


As part of the firm’s belief in the value of advanced training and staff enrichment to better serve clients, Mary and her team have pursued many advanced designations and certifications. These concentrations provide Mullin & Associates with additional depth and skill in key areas, including investment management, cash flow strategies, liability management, retirement planning, estate planning services, access to banking services through Bank of America, insurance and advising parents with children with disabilities or special needs and women in transition.

Since 1981, Mullin & Associates has expanded to include seven professionals with more than 100 years of combined experience. Every member of our team is passionate about working together toward a common goal of delivering exceptional advice, guidance and service, providing you and your family with the resources to live your lives fully and with purpose.

CPWABadge.png  CIMABadge.png

Philosophy

We believe it is important that you take positive steps toward your financial future, and that means getting more than just investment advice.  We take the time to get to know you and your family, your financial situation and what matters most to you. Using an understanding of your life and priorities as a foundation, we can work with you to build a goals-based financial approach.

Clients

We strive to offer clients a breadth of strategies, premier customer service and financial tools based on their unique circumstances. No matter what your goals may be, we begin by defining and prioritizing your financial goals.  Mullin & Associates serves wealthy families, foundations & endowments, focusing on incorporating clients values and beliefs into their portfolios.

We also draw on our industry knowledge and experience to make recommendations for strategies around the following:

  • Credit and banking needs through Bank of America
  • Risk management
  • Trust and estate planning services through Bank of America Private Bank
  • Investment management

Approach

We begin every relationship with a conversation, helping you identify and prioritize which goals matter most to you. Whether it's transferring wealth to the next generation, customizing your financial approach to help you pursue your passions, or providing advice and guidance to help you stay informed, we start by listening to learn more about you and your family.

Drawing upon research in the field of behavioral finance, Merrill developed the Investment Personality Assessment to help us get to know you better as an investor and help you refine your investing preferences. Together, we can help customize your investment approach. Using an understanding of your priorities and investment personality as a foundation, we help you access the full breadth of resources from Bank of America’s banking products and services and Merrill’s investment insights to address all aspects of your financial life.

Your approach to investing

Drawing upon research in the field of behavioral finance, Merrill developed the Investment Personality Assessment to help us get to know you better as an investor and potentially help you refine your own investing preferences. By gaining a deeper understanding of how you think and feel about investing through this assessment, we can customize the financial approach we develop together to help you pursue what matters most to you. Our Investment Personality Assessment is one of the ways to help us get to know you - to understand your goals and priorities. These questions will help us provide you with additional insights and resources.

Understanding your goals and priorities

Your life and goals change. We have tools to help you keep track of these changes so they can be reflected in your financial approach.

Capabilities

Our process is designed to help deliver a customized, consistent experience to assist clients not only in wealth accumulation and preservation, but in areas that go beyond investments. Our ability to provide access to the investment insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience and lending solutions of Bank of America offers a way to help clients manage all of the pieces of their financial lives. We view ourselves as a financial resource, helping clients with potential solutions for transferring wealth to the younger generation.

Trust and fiduciary services are provided by Bank of America Private Bank, a division of Bank of America, N.A., Member FDIC, and a wholly owned subsidiary of Bank of America Corporation (“BofA Corp.”).

Recognition

Merrill is proud of our advisors who’ve received recognition from financial industry publications or directly from Bank of America Corporation. We believe they are setting the standard for exemplary client service.

Mary B Mullin

Barron's "Top 100 Financial Advisors" 2017 - 2022
Published annually March - April. Rankings based on data as of December 31 of prior year.

Barron's "Top 1,200 Financial Advisors: State-by-State" 2017 - 2022
Published annually in February - March. Rankings based on data as of September 30 of the prior year.

Barron's "Top 100 Women Financial Advisors" 2008-2022
Published annually in June. Rankings based on data as of March 31 of the current year.

Forbes "Best-in-State Wealth Advisors" 2018 - 2022
Published annually Jan- April. Rankings based on data as of June 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.

Meet Our Team

Supported by the global resources of Merrill, our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.

Staying on Track

We understand that both your life and the financial markets can change over time. By checking in to discuss changes in your life and revisiting your financial approach, our goal is to help you stay on track to achieve what's most important to you.



Reviews to help you
stay on track

We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.



    Changes in your life
    and to your goals

    Your life and goals change. As these changes occur, we can update your approach to reflect them.

    #DigitalMerrill

    MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.

    Your advisor is a click away within our site or mobile apps

    You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features

    Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool

      Let’s Have a Conversation

      We believe there is no substitute for having a relationship with a team of Merrill Lynch Wealth Management Advisors committed to your needs, who can leverage the investment insights of Merrill and offer access to the banking convenience of Bank of America to help clients navigate the financial and economic landscapes. Let’s work together to help you pursue your goals.

      Why Merrill?

      As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.


      MLBrochure.png        

      We put you first, every day.
      Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch Wealth Management Advisor.



      Anthem video thumb.jpg 
      Transcript of Video 

      No question too big or moment too small

      For every question you have, every decision you make and every answer you need, we are with you to listen and help guide you along the many paths your life can take. Watch this video to see some questions we can address together.

      Personalized advice from a dedicated financial advisor.

      We get to know you and your family, your financial situation and what matters most to you.

      A comprehensive approach, built around your life’s priorities.

      Drawing from our experience and the best thinking of Merrill, together we will design an approach that reflects your unique needs, priorities and financial situation.

      Adjusting your investment approach as your life and the markets change.

      We will work to help you stay on track, regardless of what the markets are doing.