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. 

4 Things to Share with Your Advisor

Do you need to tell your investment advisor EVERY single detail of your daily life? No. However, if it’s going to impact any part of your financial future and your financial goals – you NEED to let your advisor know. You and your advisor are a team. Together, you can...

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Why Diversification Works

In Ep. 323 of the Mullooly Asset Podcast, Tim and Brendan discuss how the last few days are a great example of how diversification works for investors.  With technology being hit hard recently, having exposure to other areas of the market has proved to be a smart...

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4 Retirement Mistakes to Avoid in 2020

The COVID-19 pandemic hit hard in early 2020, and it continues to remain prevalent as we near the end of the year. We’ve started to see businesses getting back in action here in Monmouth County and down by the Jersey Shore.  However the effects of the shutdown are...

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