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

Director and Senior Wealth Advisor

  • Hank has been a licensed investment advisor, and a licensed life, health, disability and long-term care insurance agent, since 1987. He earned a Bachelor of Interdisciplinary Studies degree with concentrations in business and computer science from the University of Texas at Dallas. Hank holds the Certified Financial Planner™ (CFP®) and Certified Wealth Strategist (CWS®) designations, and the Permanent Credential of Certified Cash Manager (CCM®) from the Association for Financial Professionals. From 1996 to 2017, Hank was Principal of Mulvihill Asset Management®. Prior to going independent in 1996, Hank held positions at Prudential Securities, Alex. Brown and Sons, and Merrill Lynch.
     
    Hank is a long-time observer of the markets and global macroeconomic trends. In 2002, he founded the seminar series FED FRIDAY® to discuss the actions and impact of the U.S. Federal Reserve. Hank has been recognized in multiple years by the Five Star Award, Best in Client Satisfaction, Wealth Manager, by Texas Monthly. He has been interviewed on live TV on CNBC, quoted in WSJ.com, USA Today, Reuters, Financial Times, ABC.com, Investment News, BBC.com, Forbes.com, Morningstar Advisor, the Financial Planning Association, MoneyShow.com and many other publications. Hank has spoken at many industry conferences, including every year since 2004 at the Dallas Association for Financial Professionals Corporate Treasury Conference.
     
    Hank is a member of the Financial Planning Association (FPA), and the Dallas Association for Financial Professionals (DAFP) and the Government Finance Officers Association of Texas (GFOAT). He is a member of the Richardson Rotary Club and the Richardson Chamber of Commerce. He is a graduate of Leadership Richardson, Richardson Citizen Police Academy, Richardson Citizen Fire Academy, is a former homeowner association President, and is active in other community organizations.
     
    Hank and his wife Patricia (his better 7/8) have worked hard to provide stability for their three sons, who have all grown up at the same address, and attended the same local schools in Richardson. For relaxation, the destinations of choice are the family recreational lands near Georgetown, Texas and Steamboat Springs, Colorado. Hank is a Lifetime Member of the Cooper Fitness Center in Dallas. He and Patricia completed the 100th Boston Marathon in 1996. Hank owns the same 1941 Cadillac that he grew up with and used to take his first driver’s license test.

  • “I love this work. I love the markets, and I have seen first-hand what impact our work has had on the life choices and success of our clients. Money and investing are only a part of what we do. Our higher calling is helping our client families anticipate, plan for, and achieve their multi-generational requirements. I cannot imagine a more important task than helping our clients reach and exceed their goals.”