Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
George McMullen is a Senior Financial Advisor and Vice President with Merrill Lynch Wealth Management. He is located in the Princeton, NJ office.
George has been involved in the Financial Services Industry since 2000, joining Merrill / Bank of America in 2002.
During his years at the Firm, George's knowledge and guidance has earned him the loyalty and trust of individuals and their families. George's mission is to offer Financial Strategies that focus on pursuing each client's evolving needs. George understands each client is unique. He begins building an open and transparent relationship by listening and personally getting to know each individual client, learning from them, and understanding the extraordinary opportunities and challenges that define each client’s life. From this understanding, George works with clients to identify specific, meaningful goals revolving around their life priorities. With this in mind, he uses the Firm's wealth of expertise to help each client pursue their distinct financial goals.
George balances an intimate client experience with access to the extensive resources of Merrill Lynch Wealth Management, Bank of America, and Merrill Lynch Trust Services. George uses this access to assemble teams of Specialists tailored to each client's unique situation, delivering insightful strategies in Tax Efficient Asset Management, Retirement Income Planning, Estate Planning Services, Trust Services, Personal Event Risk, Education Funding, and Customized Credit.
George holds Series 7, Series 63 and Series 65 registrations with the Financial Regulatory Authority (FINRA). In addition, he carries NJ Life, Health and Long-Term Care Insurance licenses.
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Supported by the global resources of Merrill, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
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.
Wealth Management Banking Specialist
Bank of America, N.A.
Senior Wealth Management Lending Officer
Bank of America, N.A.
We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience of 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.
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
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 approach, our goal is to help you stay on track to achieve what's most important to you.
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.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
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
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together I can help you create a financial approach that reflects your personality. Only then can I offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
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.
We put you first, every day.
We get to know you and your family, your financial situation and what matters most to you.
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.
We will work to help you stay on track, regardless of what the markets are doing.