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. 282 of the Mullooly Asset Podcast, Brendan and Tom look at claims made by famous market callers who claimed "armageddon" was coming for the market. What would have happened to your investments if you had listened to them at the time? Show Notes The...
In Ep. 166 of the Mullooly Asset Show, Tom shares 10 scary retirement statistics from a Think Advisor post, and talks about why these stats are so scary for people in or nearing retirement. If you're closing in on retirement, listen up! ? Show Notes '10 Scariest...
In Ep. 281 of the Mullooly Asset Podcast, Brendan and Tom discuss the upcoming Presidential election in 2020 and what it should mean for your portfolio. Should you make changes based on who wins or loses? They also discuss estate planning for college students, and a...