Merriweather Mulé, CDFA®, CFP®
Senior Wealth Advisor
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Merriweather Mulé is a Senior Wealth Advisor for Beacon Pointe’s Charleston office, serving clients ranging from families to business owners. She helps provide clarity to the complex and often unique financial and investment needs of her clients. Merriweather started her career in the finance industry over 15 years ago and has developed a specific approach to integrated financial planning, focusing on tax planning strategies to help clients achieve their long-term life and legacy goals.
Merriweather graduated from the College of Charleston with a Bachelor of Science in Business Administration with a concentration in Finance. She holds the CERTIFIED FINANCIAL PLANNER® (CFP®) and Certified Divorce Financial Analyst® (CDFA®) designations, and completed Level II of the CFA exam.
She has been honored as a winner and finalist in The Post & Courier’s 2022, 2023, and 2024 Charleston’s Choice for Wealth Management and Financial Planner categories. For more information, please see https://www.postandcourier.com/charlestonschoice/. Merriweather was also named a 2024 honoree for the Charleston Regional Business Journal’s “Forty Under 40”. For more information, please see https://charlestonbusiness.com/announcing-crbj-reveals-2024-forty-under-40-honorees/.
Merriweather enjoys giving back to the community through service projects with the Historic Rotary Club of Charleston, as a Board Member of Communities in Schools of South Carolina (CISSC), and as an appointed Commissioner for the Charleston County Parks & Recreation Commission. In her free-time, Merriweather enjoys boat days with her husband and children, tennis, reading, and not cooking.