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.

Donna J

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. 

How to Build Better Credit

One of the first steps to living a financially healthy life is having good credit. The national household debt now stands around $14.3 trillion. Now is the time to strategize for your personal credit development. Working with a financial planner, especially here in...

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Making Sense of the GDP Numbers

In Ep. 318 of the podcast, Tom and Tim discuss the 2nd quarter GDP numbers that came out this week.  Despite it being widely anticipated, reaction to the number was less than stellar.  What does this mean for the market?  What does it mean for your investments?  Find...

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Roth Conversion: Is 2020 the Year?

Is 2020 the year for a Roth conversion?  If you're income is lower than expected, it could seem like an ideal year to do one.  However, in Ep. 203 of the Mullooly Asset Show, Tom walks through a few other factors you may not have considered.  They need to be taken...

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