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.
While we know that having a long-term, trusted relationship with an investment advisor can help a lot of people reach their financial goals, it’s not for everyone. Some people may be better off managing things on their own, and that’s okay. However, if you’re unsure...
It's no secret that interest rates are at a historically low rate. But does that mean you should abandon all fixed income and savings accounts with low yields? Absolutely not. In Ep. 325 of the podcast, Brendan and Tim discuss how low interest rates factor into...
In Ep. 210 of the Mullooly Asset Show, Tom talks about the different options available besides taking a taxable distribution from your retirement plan at work. Home equity is STILL a viable option for a lot of people, despite what some may think following the SALT...