Hank N. Mulvihill, Jr., CCM, CWS, CFP

Hank N. Mulvihill, Jr., CCM, CWS, CFP

Principal

Phone: (972) 234-2001
Fax: (972) 234-8850
E-mail:
 

Henry ("Hank") N. Mulvihill, Jr. has been a licensed securities professional, and a licensed life and health insurance agent, since 1987. 

Hank is a member of the Financial Planning Association (FPA), and the Dallas Association for Financial Professionals (DAFP). He was a long-time member of the Government Finance Officers Association of Texas (GFOAT) and the Government Treasurers Organization of Texas (GTOT).

Hank holds the Certified Financial Planner and Certified Wealth Strategist designations, and the Permanent Credential of Certified Cash Manager from the Association for Financial Professionals.

Hank is a member of the Richardson Rotary Club & the Richardson Chamber of Commerce.  He is a graduate of Leadership Richardson, Richardson Citizen Police Academy, Richardson Citizen Fire Academy, and is active in other community organizations.

Hank, his wife and three sons reside in Richardson, Texas, a suburb of Dallas.  He is a Lifetime Member of the Cooper Fitness Center in Dallas. Hank and his wife completed the 100th Boston Marathon in 1996. He owns the same 1941 Cadillac that he grew up with and used to take his first driver's license test.

Henry ("Hank") N. Mulvihill, Jr., CCM®, CWS®, CFP®. CRD# 1685521. Born in 1954, Mr. Mulvihill has been conducting wealth management, investment advisory, and life insurance business under the name Mulvihill Asset Management since 1996. In 2010, Mr. Mulvihill fully transitioned his investment advisory business to the stand-alone registered investment advisor firm of Mulvihill Asset Management, LLC. From 1996 to 2010, Mr. Mulvihill operated his own branch office in Richardson, Texas under the name of Mulvihill Asset Management, while providing securities and investment services as an independent investment advisor representative of Prospera Financial Services. From 1987 to 1995, Mr. Mulvihill was an investment representative with Merrill Lynch, a financial advisor with Alex Brown & Sons and Vice President-Investments with Prudential Securities. Mr. Mulvihill is a graduate of the University of Texas at Dallas with a BA in Interdisciplinary Studies with a concentration in Business and Computer Science and holds certifications including Certified Cash Manager®, Certified Wealth Strategist®, and Certified Financial Planner®. Please evaluate these credentials as part of your due diligence. For details on these certifications please see the following links:

http://www.afponline.org/pub/a/about_afp.html

http://www.certifiedwealthstrategist.com/pressroom/cannon_pressroom_why.asp

http://www.cfp.net/become/certification.asp

Mr. Mulvihill in 1996 was awarded Permanent status for the Certified Cash Manager® certification.

Mr. Mulvihill in 2007 qualified for a longevity exemption from the continuing education requirements for his General Lines Agent’s License for Life, Accident, Health and HMO from the Texas Department of Insurance. Please evaluate this license as part of your due diligence. For information about this license please see:

http://www.tdi.texas.gov/licensing/agent/agfaq.html