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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.
Forbes "Best-in-State Wealth Advisors" 2019, 2020, 2021, 2022, 2023 and 2024
Published annually Jan- April. Rankings based on data as of June 30 of prior year.
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 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 Counselor, CRPC 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.
Shippensburg University
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
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 Strategies Advisor
Bank of America, N.A.
Senior Wealth Management Lending Officer
Bank of America, N.A.
NMLS #535721
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Your life and goals change. As these changes occur, we can update your approach to reflect them.
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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.
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Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch Wealth Management Advisor.
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.
The Power of the Right Advisor®
Working with a dedicated Merrill advisor means you get personalized investment strategies from Merrill plus access to comprehensive financial solutions only Bank of America can deliver.
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