Mark McMullen

Background

About Mark McMullen

The Boyd Filter Caldwell Peterson Group is a wealth management advisory team in the Chesapeake Bay area that focuses on working with closely held businesses, select families, and executives. We help our clients preserve and grow their wealth over multiple generations. To accomplish our mission, we create a comprehensive financial strategy based on sound advice, customized investment solutions, and concierge-level service. Since joining Merrill in 2017, my primary focus, along with my team, is assisting our clients in coordinating all aspects of their financial lives. We want to be a resource as well as a guide in helping them to achieve all of their financial goals. My role is to help facilitate all solutions, strategies, and products that help drive our clients to their work-optional lifestyle finish line.*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.*Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certifications marks or registered certifications marks of The College for Financial Planning Institutes Corp. in the United States.