Holmdel-based Freedom Capital Management (FCM) on Wednesday said that Curtis Mullins has joined the firm as a senior vice president of Wealth Management.
Mullins is a veteran financial advisor with over two decades of experience beginning his career at a small firm before joining Merrill Lynch, where he honed his skills in financial advising, investor services, and client relationship management. From there, Mullins built a successful advisory practice at a national firm, prior to joining FCM.
Mullins’Â expertise includes comprehensive financial planning, legacies strategies, wealth preservation planning, and addressing the unique challenges of families navigating care for aging parents while raising children.
“The power isn’t in managing investments alone—it’s in planning,” Mullins said. “I focus on helping clients make informed decisions by understanding their values and incorporating them into their financial plans.”
Driven by a personal mission to guide families through life’s complexities, Mullins’ dedication stems from his own experiences. Having cared for his grandmother with dementia, he is uniquely positioned to advise clients in the sandwich generation on long-term care planning and legacy preservation.
