Thomas J Mullen

Background

About Thomas J Mullen

With over 20 years of experience in financial services, I am a partner, COO, and senior wealth management advisor at Breakwater Capital Group, a Registered Investment Advisor that provides comprehensive financial planning and investment solutions to high-net-worth individuals and families. I hold the CFP credential, and I have expertise in financial planning, investments, portfolio management, and risk management. As a COO, I oversee the operations, compliance, and human resources of the firm, ensuring efficiency, quality, and growth. As a senior advisor, I work with clients to understand their goals, needs, and preferences, and design customized strategies that align with their values and objectives. I also mentor and coach other advisors and staff, fostering a culture of collaboration, excellence, and innovation. Previously, I was a VP, Branch Leader at Fidelity Investments, where I co-led a team of over 40 professionals, and achieved exceptional results in client retention, revenue growth, and employee engagement. I am passionate about helping people achieve their financial goals, and I am committed to delivering exceptional service, value, and results to my clients and my firm.