Paul Mulholland

Director of Financial Planning

Meet Paul Mulholland, the Director of Financial Planning for Thomas Charles Wealth Management. In this role, he provides in-depth needs analysis, research, identification and recommendations and delivers an appropriate financial plan for each client.  Retirement planning, education planning, income and estate tax planning, and gifting assets to family and charities are all within his area of experience. Paul brings over 30 years of experience in financial services to the team. 

Prior to joining Thomas Charles Wealth Management, Paul has held Investment Manager, Financial Planner, and Trust Officer positions in the Philadelphia area at The Vanguard Group and BNY/Mellon.

Paul holds a Bachelor of Science from Eastern University and a Master of Business Administration from Temple University. He holds the Certified Financial Planner designation along with the FINRA series 7,63, 65, and 24 securities registrations.

Paul lives in Lititz PA with his wife and has two grown daughters. Outside work Paul enjoys building military models and collecting model trains.

Phone 4843297894
Mobile Phone 4843297894