Senior Financial Planner
Paul Mulholland is the Senior Financial Planner at Private Advisor Group. 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. 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 Private Advisor Group, 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 and Certified Financial Planner designation.
Paul lives in Chesterbrook, PA with his wife and two daughters. Outside work Paul enjoys building military models and collecting model trains.