0054M000004RwOWQA0

William B. Mullin

Senior Vice President, Financial Advisor

ChFC®, ChSNC®, CFP®

Office Information


Request a Meeting

Team Office

William’s Locations

30 Liberty Blvd, Suite 200
Malvern, PA 19355
(610) 651-2777
Show Map and Locations

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 All
  1. Awarded 9/1/23 for the period 11/14/22 through 5/31/23.
  2. Awarded 9/01/22 for the period of 12/13/21 - 6/10/22.

Let’s craft your future, together

Schedule a no-cost meeting with one of our advisors and start building a comprehensive plan designed to support your goals.
 

Insights from William

What we’re thinking about

View All
Financial Planning

Transition Planning For Your Child With Special Needs

Helping a child with special needs transition after high school? Learn how to navigate education, employment, government benefits, and financial planning with expert tips and resources for families.
William B. Mullin Mar 21, 2023
Couple Walking in Vineyard with dog
Why Wealth Enhancement

One coordinated team, built around your plan

Our advisory teams work best with households that have $500,000 or more in investable assets.

Ready to talk now? Call 763-401-5685.

(Weekdays 8am–6pm Central)

Get your second opinion

Meet with us and get your complimentary, hand-crafted Wealth Blueprint to serve your financial goals.

  • Current Your info
  • Contact
  • About you
  • Confirm
1 of 4

Wealth Enhancement uses your information to respond to requests and share product and service information. You can unsubscribe at any time. Review our Privacy Policy for more information.