Donna J. Mullooly
After a career in education, Donna felt working with children all those years gave her enough patience to work with Tom. In 2009, Donna joined Mullooly Asset Management on a full-time basis.
Donna brings plenty of experience to the table. She previously worked for an investment advisory firm as a computer operator and service assistant.
Donna likes to solve problems, and encourages our clients to email or call her with questions.
Many times issues can be cleared up quickly and easily. While it may be an issue you are experiencing the first time, Donna has likely seen a similar issue many times over. Just ask.
When it comes to paperwork, or service issues regarding your account, or even setting up a time to speak with Tim, Brendan or Tom, know that Donna is the person to ask for when calling.
When Donna is not working, she enjoys cooking, walking the boards in Belmar and loves her zumba class! An avid Met fan, Donna hopes to see David Wright and Daniel Murphy in the Hall of Fame someday.
Investment Resource Center
Check out our latest blogs, videos, and podcasts on today’s most relevant money topics.
In Ep. 274 of the Mullooly Asset Podcast, Brendan and Tom discuss what constitutes a "good" 401(k) plan. It's not necessarily having funds that have performed the best over the last few years, but there are other factors that play into the quality of a plan. Show...
In Ep. 157 of the Mullooly Asset Show Tom shares a handful of very useful questions to ask an advisor when you begin working with them. Hopefully these questions get answered in the initial meeting or two, but if not - don't be afraid to ask! ?? 'The Most Important...
In Ep. 273 of the Mullooly Asset Podcast, Brendan and Tom discuss how hurricanes and markets are alike. With Hurricane Dorian making its way around the east coast, many folks are making projections and predictions on where, when and how hard it will hit. Sound...