Merrill Lynch Financial Advisor Mary B Mullin

Merrill Lynch Financial Advisor Mary B Mullin, located at 100 Federal Street in Boston, Massachusetts, is a goals-based wealth management team dedicated to serving ultra high net worth families, business owners, family offices, foundations, and endowments. Named to the 2024 Forbes “Best-in-State Wealth Management Teams” list, the team provides comprehensive planning and investment advice tailored to help clients achieve their financial goals. With a holistic approach to wealth management, the team at Mullin & Associates takes the time to understand the values, needs, goals, and concerns of their clients to provide a personalized and exceptional client experience.

Mary and her team have pursued advanced designations and certifications to enhance their expertise in key areas such as investment management, retirement planning, estate planning, and more. With over 100 years of combined experience, the team is passionate about delivering exceptional advice, guidance, and service to help clients live their lives fully and with purpose.

The team at Mullin & Associates offers a breadth of strategies, premier customer service, and financial tools based on each client's unique circumstances. By starting with a conversation to identify and prioritize goals, the team can customize a personalized financial strategy to help clients pursue what matters most to them. With access to the global resources of Merrill Lynch, the team is committed to building strong client relationships based on trust and personalized service.

Ranked in various prestigious lists such as Barron’s Hall of Fame, Forbes’ America’s Top Wealth Advisors, and Forbes’ Top Women Wealth Advisors, Mary B Mullin and her team are dedicated to providing exemplary client service and helping clients achieve their financial goals. With the Merrill Personal Wealth Analysis™ tool, the team can build and document a personalized plan centered on clients' goals and aspirations. Regular check-ins and reviews ensure that clients' financial approaches are adjusted to reflect changes in their lives and goals.

At Merrill Lynch Financial Advisor Mary B Mullin, clients can expect a collaborative approach to financial planning, personalized service, and a commitment to helping them achieve what matters most to them.