Timothy Nathaniel Mcmullen
Advisor at Merrill — Scranton, PA
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 65
Experience Industry experience
29 years
Location
Scranton, PA 18503
Merrill
Institution
Timothy McMullen is a Senior Financial Advisor based in the Scranton, PA office of Merrill Lynch Wealth Management. With over 27 years of experience in the financial services industry, he specializes in financial planning, portfolio construction, and management. Tim focuses on goals-based planning to assist clients in achieving their financial objectives for themselves, their families, and organizations.
Tim holds a Bachelor of Science degree in Finance with a minor in History from the University of Scranton and is a qualified Portfolio Manager. His expertise spans wealth management, banking, financing, and institutional investment management. As a Portfolio Manager, he manages personalized or defined investment strategies that may include individual stocks and bonds, Merrill model portfolios, and third-party investment strategies.
Beyond his professional role, Tim volunteers teaching economics to eighth-grade students at St. Paul's School in Scranton and serves on the board of Camp Freedom in Carbondale, PA, an organization assisting veterans and first responders with PTSD. He also participates in community organizations including The Friendly Sons of St. Patrick, local historical societies, and is a Knight of the Holy Sepulchre of Jerusalem. Tim resides in Scranton with his wife and three children.
Based on Merrill
SEC-reported: Commissions on certain transactions, including foreign securities and fixed income; mark-ups, markdowns and dealer spreads may apply to some trades.
Scranton, PA
417 Lackawanna Ave, Ci Client Management
Scranton PA 18503
Advisors at this office
15
Pennsylvania
29 years of industry experience
BANK of AMERICA, N.A.
2021 - Present • 5 years
Scranton, PA
Merrill
2020 - Present • 6 years
Scranton, PA
PNC BANK
2017 - 2020 • 3 years
Scranton, PA
PNC investments
2017 - 2018 • 1 year
Pittsburgh, PA
Morgan Stanley Private Bank, National Association
2015 - 2017 • 2 years
New York, NY
Morgan Stanley Smith Barney
2009 - 2017 • 8 years
Scranton, PA
Morgan Stanley & Co., Incorporated
2007 - 2017 • 10 years
Scranton, PA
Morgan Stanley Dw Inc.
2002 - 2004 • 2 years
Scranton, PA
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Is active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
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Real estate agent
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
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