Curtis Mullins has joined Freedom Capital Management, a New Jersey-based wealth management firm, as a Senior Vice President of Wealth Management.
Mullins has more than 20 years of experience, having started his career at a small firm before joining Merrill Lynch, where he worked in financial advising, investor services and client relationship management. Mullins then maintained an advisory practice at a national firm before moving to Freedom Capital Management.
“The power isn’t in managing investments alone — it’s in planning,” Mullins said in a news release. “I focus on helping clients make informed decisions by understanding their values and incorporating them into their financial plans.”
Mullins’ areas of expertise include comprehensive financial planning, legacy strategies, wealth preservation planning and dealing with the challenges of navigating care for aging parents while raising children.
Mullins’ experiences, including caring for a grandmother with dementia, have positioned him to advise “sandwich generation” clients on long-term care planning and legacy preservation.
