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

Director of Family Office Services - ACCREDITED ESTATE PLANNER®

Hank N. Mulvihill Jr. concentrates on serving successful families and individuals. In addition to the ACCREDITED ESTATE PLANNER® designation, Hank is a CERTIFIED FINANCIAL PLANNERTM  professional. He also holds the Certified Wealth Strategist® designation, and the Permanent Credential of Certified Cash ManagerTM from the Association for Financial Professionals. Hank is a licensed life, health, disability and long-term care insurance agent, a licensed life settlement agent, and can assist clients with expert resources for structured settlements. Hank joined Smith Anglin in 2017. 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 other publications. Hank has spoken at industry and association conferences, including multiple presentations at the Dallas Association for Financial Professionals Corporate Treasury Conference.

Hank is a member of the Dallas Estate Planning Council, the Financial Planning Association, and the Dallas Association for Financial Professionals. 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. He earned a Bachelor of Interdisciplinary Studies degree with concentrations in business and computer science from the University of Texas at Dallas.

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. Hank is a Lifetime Member of the Cooper Fitness Center in Dallas. He and Patricia completed the 100th Boston Marathon in 1996. Hank and his family members relax in Colorado when schedules allow. The family is developing a tree farm in Central Texas.

“Smith Anglin Family Office Services simplify the lives of our clients.

Our services include comprehensive tax and financial planning coordination; personal accounting and net worth reporting; budgeting and cash flow planning; bill paying and expense reporting; investment and balance sheet administration; monitoring of liability protection and insurance coverage; trust and estate administration; and lifestyle management recommendations.

I love this work. I have seen first-hand the impact our work has had on the life choices and success of our clients. 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.”