Mullin & Associates

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Merrill Lynch

Mullin & Associates

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Merrill Lynch
Wealth Management

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Mary Mullin

Named to Forbes' “Best-in-State Wealth Advisors” list in 2018 and 2019*
Named to Barron’s Top 1,200 Financial Advisors in 2017, 2018 and 2019*
Named to Forbes’ Top Women Wealth Advisors in 2017, 2018 and 2019*
Named to Forbes’ America’s Top 250 Wealth Advisors list in 2017 and 2018*
Named to Financial Times Top 400 Financial Advisors in 2016 through 2019*
Named to Barron’s Top 100 Women Financial advisors in 2019 for the 11th consecutive year*
Named to Registered Rep.’s “Top 50 Wirehouse Women” in 2016 for the 3rd consecutive year*


*Please see Mary Mullin’s profile below for full list of disclosures. 

Mullin & Associates

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, 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 being entrusted with over $1.7 Billion in assets as of March 1st, 2019. Every member of our team is passionate about working together toward a common goal of delivering exceptional advice, guidance and service, providing clients with the resources to live their lives fully and with purpose.

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 understand who you are, what you hope to achieve and what keeps you up at night. Using an understanding of your life and priorities as a foundation, we can work with you to build a goals-based financial strategy.

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
  • 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 financial strategies 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.

Drawing upon research in the field of behavioral finance, Merrill developed the Investment Personality Assessment to help me get to know you better as an investor and help you refine your investing preferences. By gaining a deeper understanding of how you think and feel about investing, through this assessment we can customize financial strategies together. 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 strategy 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 give you a sense of the full assessment and 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 strategy.

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 investment management. Our ability to provide access to the investment insights of Merrill, as well as banking, trust and fiduciary services from 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 strategies for transferring wealth to the younger generation.

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.

Upcoming Events

Identity Theft and Fraud Seminar (Lunch)

Boston College Club, 100 Federal Street, Boston, MA 02110

September 10th, 2019|12:00 PM - 2:00 PM EST

Presenter: Jeff Lanza; Retired FBI Agent and Keynote Speaker; The Lanza Group 

Knowing the facts can help you reduce the risk of identity theft and fraud and be more secure online – and off. Join us for this informative seminar!

  • Lunch

For more information: 617.946.4255 or lauren_hauck@ml.com

Identity Theft and Fraud Seminar (Evening)

Wellesley Country Club, 300 Wellesley Avenue, Wellesley Hills, MA 02481

September 10th, 2019|6:00 PM - 8:00 PM EST

Presenter: Jeff Lanza; Retired FBI Agent and Keynote Speaker; The Lanza Group 

Knowing the facts can help you reduce the risk of identity theft and fraud and be more secure online – and off. Join us for this informative seminar!

  • Hors d'oeuvres
  • Beverages

For more information: 617.946.4255 or lauren_hauck@ml.com

Your Financial Strategy

We offer you access to the investing insights of Merrill, as well as banking, trust and fiduciary services from Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.

FAMILY
FAMILY
Taking care of your family and other people in your life
  • Trust & Estate Services2
  • Education Funding Strategies1
  • Insurance3
HEALTH
HEALTH
Planning for healthcare expenses now and in the future
  • Long-term Care Insurance3
  • Health Savings Account2
  • Disability Insurance3
HOME
HOME
Upsizing, downsizing, remodeling or buying a vacation home
  • Home Loans2
  • Home Equity Lines of Credit2
  • Securities-Based Lending2
  • Credit Cards2
WORK
WORK
Working in retirement, selling or starting a business
  • Bank of America Business Banking2
  • Exchange Funds1
  • Concentrated Stock Management1
  • Succession Planning1
LEISURE
LEISURE
Spending your free time in meaningful ways
  • Credit Cards2
  • Securities-Based Lending2
  • Structured Lending2
GIVING
GIVING
Volunteering, mentoring others and giving to charities
  • Donor-Advised Funds2
  • Private Foundations2
  • Charitable Trusts2
FINANCE
FINANCE
Using your finances to bring it all together
  • Merrill Lynch Investment Accounts1
  • Investment Advisory Accounts1
  • Alternative Investments1
  • Exchange-Traded Funds1
  • Mutual Funds1
  • Closed-end Funds1
  • Fixed Income Products1
  • Options1
  • Annuities3
  • Impact Portfolios1
  • Market-Linked Investments1
  • Securities-Based Lending2
  • Margin1
  • Home Loans2
  • Bank of America Checking and Savings Accounts2
  • Credit Cards2
  • Online Account Access1,2

1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.

Staying on Track

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

Regular reviews to help you stay on track
Regular reviews to help you stay on track

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

    Monitoring changes in your life and to your goals
    Monitoring changes in your life and to your goals

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

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    Access to what you need, when you need it

    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

      *Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Merrill Lynch Wealth Management Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.

      Let’s Have a Conversation

      There is no substitute for a one-on-one relationship with a Merrill Lynch financial advisor committed to your needs – a caring advisor who can leverage the investment insights of Merrill Lynch and access to the banking convenience of Bank of America to help clients face today’s financial and economic landscape. Let’s work together to help you achieve your goals.

      Why Merrill Lynch?

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


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      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.

      Personalized advice from a dedicated financial advisor.

      Getting to know you is our primary goal.

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

      Drawing from our experience and the best thinking of Merrill, we will build a strategy that reflects your unique needs, priorities and financial situation.

      Adjusting your plan as your life and the markets change.

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