William B. Mullin
Senior Vice President, Financial Advisor
ChFC®, ChSNC®, CFP®
Contact William
Team Office
William’s Locations
Malvern, PA 19355 (610) 651-2777
About William
Will has more than 30 years of business and personal financial services experience running companies in both the private and public sectors. Over that time, Will has worked with business owners, entrepreneurs, and private equity to help manage and build client wealth. He did this while growing and merging several of his own companies along the way. The sustained success of his career is based on the principle that careful and detailed planning can significantly improve each client’s opportunity to reach their financial goals. As part of Wealth Enhancement Group, Will runs a team of highly credentialed partners that continues to be driven to deliver the ultimate level of education and service to high-net-worth individuals and entities across the financial spectrum. Will was also a Five Star Wealth Manager Award Recipient (2017, 2020-2024)*.
Will began his career as an Officer in the United States Army Corps of Engineers, where he served in Operation Desert Storm/Shield and was awarded the Bronze Star. These days Will and his wife Colleen spend most of their non-work time with charitable organizations and schools promoting education. Will and Colleen have 3 children who all live locally.
*Award criteria based on 10 objective criteria associated with providing quality services to clients such as credentials, experience and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2017, 2020, 2021 or 2022 FIVE STAR Wealth Managers. Awarded 11/01/17 for the period of 1/20/17 - 9/08/17. Awarded 11/01/20 for the period of 2/10/20 - 9/11/20. Awarded 11/01/21 for the period of 1/18/21 - 9/03/21. Awarded 11/01/22 for the period of 2/21/22 - 8/19/22. Awarded 11/01/23 for the period of 1/18/22 - 9/03/23.
Education
- BS, Finance, University of Tampa
- MS, Business Administration, Boston University
- US Army Corps of Engineers (Bronze Star)
Awards & Recognition
View All2023
Five Star Wealth Manager (2023)
Five Star Professional
2022
Five Star Wealth Manager (2022)
Five Star Professional
What we’re thinking about
Transition Planning For Your Child With Special Needs
Newsroom and Resources
View AllAARP: William Mullin Featured in “How to Plan for Retirement Like a Veteran”
ThinkAdvisor: Will Mullin Featured in “Honoring Advisors Who Serve(d): Fourth of July, 2024”
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