Paul Mulholland is the Director of Financial Planning for Thomas Charles Wealth Management. In this role, he completes an in-depth needs analysis, research, identify and recommend an appropriate financial plan for each client including retirement planning, education planning, income and estate tax planning, and gifting assets to family and charities. He brings over 30 years’ experience in financial services to the team.
Prior to joining Thomas Charles Wealth Management, Paul has held Trust Officer, Financial Planner, and Investment Manager positions in the Philadelphia area at BNY/Mellon and The Vanguard Group.
Paul holds a Bachelor of Science from Eastern University and Master of Business Administration from Temple University with an emphasis in Finance. He holds FINRA series 7,63, 65, and 24 securities registrations with LPL Financial and Certified Financial Planner designation.
Paul lives in Lititz PA with his wife and has two grown daughters. Outside work Paul enjoys teaching college students, building military models and collecting model trains.
