Henry (

Henry ("Hank") N. Mulvihill, Jr., CCM®, CWS®, CFP,® AEP®

Principal

Office: (972) 267-1244
Fax: (972) 267-1243
E-mail:

Website: Visit my web site!

 

Henry ("Hank") N. Mulvihill, Jr. became a professional financial advisor and a licensed life and health insurance agent in 1987. 

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

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. 

Henry ("Hank") N. Mulvihill, Jr., CCM®, CWS®, CFP®, AEP®. CRD# 1685521. Mr. Mulvihill is Director of Family Office Services for Smith Anglin and Company, CPAs. In 2017 Mr. Mulvihill joined Smith Anglin, and Mulvihill Asset Management voluntarily withdrew its registration as a Registered Investment Advisor (RIA) firm. In 2010, Mr. Mulvihill fully transitioned his investment advisory business to the stand-alone Registered Investment Advisor (RIA) 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. Mr. Mulvihill transacted wealth management, investment advisory, and life insurance business under the name Mulvihill Asset Management from 1996 to 2017. 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®, Certified Financial Planner®, and Accredited Estate Planner®. For details on these certifications please see the following links:

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

https://www.cannonfinancial.com/designations/certified-wealth-strategist

https://www.cfp.net/why-cfp-certification/the-standard-of-excellence

https://www.naepc.org/assets/national/pdf/AEP_qualifications2.pdf

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.