Paul Mulholland is a Senior Financial Advisor. In this role, he completes an in-depth needs analysis to deliver an appropriate financial plan for each client. Retirement planning, education planning, income and estate tax planning, and gifting assets to family and charities are all within his area of expertise. He brings over 25 years’ experience in financial services to the team.
Prior to joining Private Advisor Group, Paul held Senior Financial Advisor positions in the Philadelphia area at The Vanguard Group.
Paul holds a Bachelor of Science in Accounting from Eastern University and Master of Business Administration from Temple University with an emphasis in Finance. He holds the series 65 registration and is a Certified Financial Planner.
Paul lives in Lititz, PA with his wife, Kim. Outside work Paul enjoys teaching college students business and working on his HO scale model trains.
