John P. Mullaney

About John P. Mullaney

Developing comprehensive portfolio strategies*Delivering Personal solutions and serviceStages Wealth Management Group of Wells Fargo Advisors is a dedicated team of financial minds with a genuine heart for people. With nearly a century of combined experience, clients at every stage of their financial journey trust us to listen well, engage fully, and provide sound investment advice so they can pursue their dreams with confidence. With offices in Cherry Creek and the Denver Tech Center, we are committed to serving alongside you as your lifelong financial advocate. Authentic relationships grounded in trust are essential to success, and we consider it a privilege to help you pursue your dreams with confidence—side-by-side every step of the way. Investing well is a process not an event. Consequently, having a personal guide who understands your situation at every stage of life is invaluable. The name \"Stages\" speaks to our commitment to serve you no matter where you are in your financial journey.As Managing Director - Investments and Senior PIM Portfolio Manager, his primary responsibility at Stages Wealth Management Group of Wells Fargo Advisors is building smart, effective portfolios for clients. This includes everything from comprehensive financial reviews of investments, savings, assets, liabilities and taxes to the daily evaluation and analyzing of global market conditions for potential investment strategies. John views his role as his clients’ chief investment officer, responsible for strategically managing their portfolios for where they are now and where they want to be in the future.Please contact me by email j••••••••@wfadvisors.com or by phone 30••••••54. I cannot respond to messages through LinkedInThis information is intended for use by residents of AL, AZ, CA, CO, CT, FL, GA, HI, IA, ID, IL, KS, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NJ, NM, NV, NY, OH, OR, PR, RI, SC, SD, TN, TX, UT, VA, WA, WI, and WY and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency* Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate* Subject to Investment Risks, Including Possible Loss of the Principal Amount InvestedWells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social

Experience

1. Managing Director - Investment Officer, Senior Pim Portfolio Manager

   Wells Fargo Advisors

   Jan 2005 — Present

Education

• Trinity College-Hartford

  BA

  1989 — 1993

Skills

• Investments
• Asset Allocation
• Concentrated Stock Management
• Retirement Planning
• Business Owner Planning
• Strategic Investments
• Finacial Advisory
• Financial Advisory
• Fixed Income Strategies
• Estate Investment Planning
• 401k
• Insurance
• Alternative Investments