Curtis Mullins

Curtis 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, ultimately rising to a supervisory role as a lead advisor. From there, Curtis built a successful advisory practice at a national firm, prior to joining Freedom Capital Management.

Known for his comprehensive approach Curtis focuses on financial planning that integrates values, beliefs, and long-term goals. His expertise spans investment planning, legacy strategies, insurance, and intergenerational wealth management.

A life time resident of New Jersey, Curtis's personal experiences, including caring for his grandmother with dementia, have shaped his commitment to helping families navigate the complexities of the "sandwich generation." He is passionate about preparing clients for unexpected life events, care costs, preserving wealth and lifelong financial well-being.