Jack Mullen

Jack Mullen is a Senior Vice President and Private Wealth Advisor at Merrill Private Wealth Management, where he leads the CKWM Group, a team that manages over $8 billion in assets for ultra-high-net-worth families and entrepreneurs. His focus is on helping clients navigate the complexities of wealth management, particularly those in sectors like technology, logistics, healthcare, and real estate. Mullen has over a decade of experience in the financial services industry, having previously worked at UBS and Morgan Stanley before joining Merrill in June 2017.12

Professional Background

• Current Position: Senior Vice President, Private Wealth Advisor at Merrill Private Wealth Management since June 2017.
• Previous Positions:
  • UBS Financial Services (July 2015 - June 2017)
  • Morgan Stanley (June 2013 - July 2015)

Education

• Bachelor's Degree from Auburn University (2010 - 2013).

Achievements

Mullen has been recognized multiple times by Forbes as one of "America's Top Next-Generation Wealth Advisors" and as part of the "Best-in-State Wealth Management Teams" list.12 These accolades reflect his commitment to providing personalized wealth management services aimed at achieving clients' financial goals.

Client Focus

Jack Mullen specializes in advising first-generation Americans and families looking to build and sustain their wealth, ensuring they can pursue their personal and financial aspirations effectively.1