Talk to sales Try for Free
Corey Mulholland, CFP®, CPFA®

Corey mulholland, cfp®, cpfa®

bookmark on deepenrich
location of Corey Mulholland, CFP®, CPFA®Mount Laurel, New Jersey, United States
Phone number of Corey Mulholland, CFP®, CPFA®View Mobile No.
Followers of Corey Mulholland, CFP®, CPFA®570 followers

  • Timeline

  • About me

    Senior Vice President, Wealth Management Advisor, Senior Portfolio Advisor

  • Education

    • Rutgers

      2007 - 2012
      Bachelor's degree

    • United states marine corps university

      2003 - 2011
      Accredited certificate program

  • Experience

    • United states marine corps

      Jan 2003 - Oct 2010
      Sergeant

    • Merrill lynch wealth management

      Apr 2012 - now
      Wealth management advisor, senior vice president

      Corey Mulholland, CFP®, CPFA is a Wealth Management Advisor and Senior Vice President. As a CERTIFIED FINANCIAL PLANNER™ certificant, Corey embraces a holistic planning approach in each client relationship. He dives deep on short and long term goals, addressing concerns that keep clients up at night and what is most important to them in life. Investment strategy, wealth transfer planning, and estate or insurance reviews are just a few of the important topics that Corey discusses with clients and their families every day. Having earned the Certified Plan Fiduciary Advisor designation, he provides advice and guidance for qualified retirement plans with a focus on plan administration, compliance, investment and fiduciary issues.Before entering the financial services industry, Corey served 8 years in the United States Marine Corps Special Operations Command. He deployed during Operation Iraqi Freedom in 2005, before going on to graduate from Rutgers University with a degree in Management focusing on Entrepreneurship, Strategy and International Business. Corey resides in Sicklerville with his wife Courtney and enjoys trips to the beach and various forms of competitive marksmanship.*Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and the CFP® with plaque design in the U.S. Show less

  • Licenses & Certifications

    • Personal investment advisor

      Merrill lynch internal
      Nov 2018

    • Retirement benefits consultant

      Merrill lynch internal
      Jan 2018

    • Certified plan fiduciary advisor

      Napa national association of plan advisors
      Apr 2017

    • Certified financial planner

      Cfp board of standards
      Dec 2019

  • Honors & Awards

    • Awarded to Corey Mulholland, CFP®, CPFA®
      Forbes "Best-in-State Wealth Management Teams" - Jan 2024 Named to the 2024 Forbes "Best-in-State Wealth Management Teams" list as a member of the Beckett George Wealth Management Group. Published on January 9, 2024. Rankings based on data as of March 31 2023.*2024 Forbes "Best-in-State Wealth Management Teams" list. Opinions provided by SHOOK* Research, LLC and is based on in-person, virtual and telephone due-diligence meetings and a ranking algorithm that measure best practices, client retention, industry experience, credentials… Show more Named to the 2024 Forbes "Best-in-State Wealth Management Teams" list as a member of the Beckett George Wealth Management Group. Published on January 9, 2024. Rankings based on data as of March 31 2023.*2024 Forbes "Best-in-State Wealth Management Teams" list. Opinions provided by SHOOK* Research, LLC and is based on in-person, virtual and telephone due-diligence meetings and a ranking algorithm that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion because client objectives and risk tolerance vary). SHOOK's rankings are available for client evaluation only, are not indicative of future performance and do not represent any one client's experience and available for investor help in evaluating the right financial advisor and not an endorsement of the advisor. Compensation was not received from anyone for the rankings study. Past performance does not guarantee future results. Details available at www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC. Show less
    • Awarded to Corey Mulholland, CFP®, CPFA®
      Forbes "Best-in-State Wealth Management Teams" - Jan 2023 Named to the 2023 Forbes "Best-in-State Wealth Management Teams" list as a member of the Beckett George Wealth Management Group. Published on January 12, 2023. Rankings based on data as of March 31, 2022.*2023 Forbes "Best-in-State Wealth Management Teams" list. Opinions provided by SHOOK* Research, LLC and is based on in-person, virtual and telephone due-diligence meetings and a ranking algorithm that measure best practices, client retention, industry experience, credentials,… Show more Named to the 2023 Forbes "Best-in-State Wealth Management Teams" list as a member of the Beckett George Wealth Management Group. Published on January 12, 2023. Rankings based on data as of March 31, 2022.*2023 Forbes "Best-in-State Wealth Management Teams" list. Opinions provided by SHOOK* Research, LLC and is based on in-person, virtual and telephone due-diligence meetings and a ranking algorithm that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion because client objectives and risk tolerance vary). SHOOK's rankings are available for client evaluation only, are not indicative of future performance and do not represent any one client's experience and available for investor help in evaluating the right financial advisor and not an endorsement of the advisor. Compensation was not received from anyone for the rankings study. Past performance does not guarantee future results. Details available at www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC. Show less