Mary Mullin
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, Boston.com and Wall Street Journal online.
Mary Mullin Professional Experience / Academic History
Professional Experience
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Managing Director, Wealth Management Advisor
Academic History
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Bachelors Degree, Finance
Awards and Recognitions
- Barron's Hall of Fame
- Barron's Top 100 Women Advisors, 2009–2020
- Barron's Top 1,200 Financial Advisors, 2017–2020
- Registered Rep's Top 50 Wirehouse Women, 2014–2016
- Forbes America's Top Wealth Advisors, 2017–2020
- Forbes America's Top Women Advisors, 2017–2020
- Forbes Best-in-State Wealth Advisors, 2018–2020
- Financial Times Top 400 Financial Advisors, 2016–2020
Certifications
- Certified Financial Planner™, CFP®
- Certified Investment Management Analyst®, CIMA®
- Certified Private Wealth Advisor®, CPWA®
- Chartered Retirement Planning CounselorSM, CRPC®
- Chartered SRI Counselor™, CSRIC™
- Series 7 and Series 66 FINRA registrations
Community Involvement