Mary Mullin

Mary Mullin

Formal First Name
1959 - present

Mary Mullin, CSRIC™, CPFA, CPWA®, CRPC®, CIMA®, CFP®, provides comprehensive wealth management guidance through the development of various investment strategies. Backed with vast academic and professional knowledge, Mary has gained invaluable insights that can help her clients navigate every volatile investment environment. Throughout her career in the industry, she has received continuous recognitions from major industry publications, including Barron's magazine, Forbes magazine, The Financial Times, and Registered Rep. Mary is highly involved in different community activities—serving on the boards of numerous organizations including the Finance Council at Our Lady of Fatima and Lincoln Sudbury Scholarship Fund Committee. She is also a contributor to the MetroWest Daily News, and Wall Street Journal online.

Professional Experience

Academic History

Awards and Recognitions


Community Involvement