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portrait of Thomas J Mullan III
FINANCIAL ADVISOR

Thomas J Mullan III

12651 Mcgregor Blvd, Suite #1-101, Fort Myers, FL 33919opens in a new window
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About Thomas

As a financial advisor, I enjoy developing long-term relationships centered around building wealth, living generously and leaving a legacy. We act as a sounding board for our clients, using an established process to bridge the gap between what can be controlled and what matters most.

When working with individuals and families, my team and I commit to:
• Communicating proactively to keep you informed
• Helping you organize your personal finances to create simplicity
• Developing a roadmap for your financial priorities
• Identifying and mitigating risks to your strategy

I believe in life-long learning. Recently, I completed a master's degree in personal financial planning, equipping...

Focus Areas

  • Retirement Income Strategies
  • Military Professionals & Veterans
  • Intergenerational Planning
  • Wealth Strategies
  • Charitable Giving
  • Estate & Legacy Strategies

Work History

  • Edward JonesAugust 2022 to Current
  • Indeck Corinth EnergyJune 1997 to October 2021

Education

  • College for Financial PlanningCertificate
  • College for Financial PlanningMaster of Science

Personal Interests

  • Spending Time with Family
  • Running
  • Fishing
  • Landscape Design
  • Home Improvement

Team Members

  • Suzanne Addario
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(239) 931-4543

Fax

(866) 462-0148

Office Address

12651 Mcgregor Blvd
Suite #1-101
Fort Myers, FL 33919opens in a new window

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