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. 292 of the Mullooly Asset Podcast, Brendan and Tom identify the ONE definite reason that makes stocks go up and down before diving into a few great articles from this week. Be sure to check the show notes to find the charts they discuss later on in the...
In Ep. 176 of the Mullooly Asset Show, Tom shares some statistics from Investopedia about the average 401(k) balance by age. How does your 401(k) stack up to the averages? But more importantly, does it matter how you're doing versus the average? ? Show Notes 'What's...
In Ep. 291 of the Mullooly Asset Podcast, Tom walks us through a letter he received from his accountant that outlines a handful of things to consider before getting your taxes done for 2019. When it comes to doing your taxes, you definitely DON'T want to rush it, and...