Steven M. Mullooly, has over 35 years experience in the financial services industry. Steve is a CFP® Professional, Investment Advisor Representative and has held many roles throughout his career including, financial adviser, research director, branch manager, trading supervisor, registered options principal and chief compliance officer. He currently manages Mullooly Wealth Planning, LLC, and independent investment advisory firm located in Lake Wylie, South Carolina. He has worked at regional brokerage firms, investment banks and boutique investment advisors including Merrill Lynch, Shearson Lehman Brothers, Morgan Stanley, Donaldson Lufkin & Jenrette, Schafer Cullen Capital Management, and The Cullen Funds Trust.
