Paul Mullen is a Managing Director and Senior Resident Director at Merrill's Blue Bell office. He has held financial and managerial positions with Merrill for 34 years. In his role, Paul works with individuals, senior-level executives, business owners, corporations, endowments, and estates. He provides financial and investment strategies along with crafting custom-built portfolios tailored to each client's goals and aspirations. Paul also represents other managers and advisors, collaborating with the Firm's senior management to enhance client offerings and service. Paul holds a B.S.B.A. in Marketing from Shippensburg University and has earned the Chartered Retirement Planning Counselor (CRPC™) designation from the College for Financial Planning Institutes Corp. His client focus areas include employee financial health, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, socially responsible and values-based investing, women and wealth, tax minimization, and retirement income. He is involved in various local charities and serves on the Board of Directors for For Pete's Sake Cancer Respite Foundation and Archbishop Wood High School, as well as on the financial committee for Gwynedd Mercy Academy High School. Paul lives in Horsham with his wife of 31 years and their three daughters and is an avid runner, having competed in several marathons including Boston, New York, Chicago, Washington, and London.