#United States #Holmdel #Wealth Management #Curtis Mullins #Freedom Capital

Curtis Mullins Joins Freedom Capital Management

On January 8, 2025, Freedom Capital Management (FCM), a prominent wealth management firm, announced that Curtis Mullins has officially joined their team as a Senior Vice President of Wealth Management. This strategic addition showcases FCM's commitment to bolstering their services with experienced financial advisors who prioritize their clients' needs.

Curtis Mullins arrives with more than 20 years of invaluable experience in the financial advisory world. His journey began at a smaller firm, where he quickly showcased his talents. He then transitioned to Merrill Lynch, where he refined his expertise in financial advising, investor services, and fostering robust client relationships. Following his tenure there, Mullins established a successful practice at a national firm, further solidifying his reputation in the industry.

What sets Mullins apart from many traditional advisors is his comprehensive approach. He emphasizes that true wealth management extends beyond mere investment oversight; it encapsulates robust financial planning. As he explains, "The power isn't in managing investments alone—it's in planning." His mission revolves around helping clients articulate their values, using that understanding to shape their financial strategies. This client-centered focus includes services such as comprehensive financial planning, legacy strategies, and wealth preservation planning.

Moreover, Mullins is well-equipped to guide families through the multifaceted challenges they face, particularly those in the "sandwich generation"—those tasked with caring for aging parents while simultaneously raising children. His personal experiences have fueled this mission, particularly his time spent caring for his grandmother, who suffered from dementia. This background allows him to provide empathetic and nuanced advice tailored to the unique situations his clients encounter.

Freedom Capital Management, which is a part of the Affiliated Advisors network and powered by Osaic, views Mullins' addition as a key to facilitating further growth. Mullins himself expressed enthusiasm about working with such a supportive team. He noted, "When I was searching for the next chapter in my career, I was excited to be working with Affiliated Advisors and FCM. They treat me the way I treat my clients—with support, focus, and a vested interest in success." This alignment of values will undoubtedly support his endeavors in managing investments and client relations more efficiently, allowing him to focus on what he does best—strengthening his relationships with clients and expanding his practice.

As Mullins embarks on this new chapter with Freedom Capital Management, his dedication to guiding families through financial challenges remains a priority. His unwavering commitment to providing exceptional financial guidance is evident, and he continues to strive to help families gain financial clarity and peace of mind.

For those interested in learning more about Freedom Capital Management's services, additional information can be found at www.fcmadvisor.com.

Through the addition of skilled advisors like Curtis Mullins, Freedom Capital Management reaffirms their role as a leader in the wealth management sector, prepared to assist clients in navigating today's complex financial landscape.