Patrick brings more than a decade of financial services knowledge and experience to Heritage. As a financial consultant at Morgan Stanley for the past nine years, Patrick focused on developing a greater understanding of each client’s personal and unique goals, building strategic financial plans that ensured their goals were fully sustainable, coupling that with sound strategies in investment portfolio building that provided the return needed to make the plan special and successful.
McMullen’s focus at Heritage will include estate planning consultation, investment portfolio design, retirement and income planning, insurance and annuity solutions, group retirement and business succession planning. He brings a proactive approach and an open mindedness to alternative investments and adjusts accordingly to protect clients’ portfolios. Whether it’s managing market volatility or figuring out a way to make a plan work, Patrick thoroughly enjoys meeting new challenges head on.
“There are three reasons I am excited to join the team at Heritage. The first being the emphasis on culture, heavily focused on client satisfaction,” said McMullen. “Secondly, there will be a greater return on portfolio management by being part of this team, all the while prioritizing management of risk. Finally, the resources that we can tap into are second to none, and I can’t wait to share this experience with my clients.”
In his spare time, Patrick enjoys golfing and spending time with his wife and three daughters. He is also dedicated to serving as a board member of My Neighbors Foundation, a Baltimore charity that raises money for school children in challenging economic circumstances. McMullen graduated from Towson University with a Bachelor’s degree in Business Administration.
Led by founder Brian Gracie, Heritage Financial Consultants aims to positively impact the lives of their clients and their families through education and innovative financial solutions. Well into its second decade, Heritage Financial Consultants holds more than $6.8 billion in client-invested assets across (as of December 31, 2022) 12 offices in Maryland, Virginia, Delaware, Florida, Pennsylvania, and New Jersey.