Merriweather MuleMerriweather Mulé, CFP®, CDFA®
Senior Wealth Advisor

Request an Appointment | Contact Me | (864) 235-1428

Merriweather Mulé is a Senior Wealth Advisor for Beacon Pointe’s South Carolina office and is passionate about providing holistic goals-based financial planning to help individuals and families achieve their wealth aspirations. She focuses on custom investment management and tax planning strategies for her clients and is experienced in helping individuals going through a divorce to confidently transition into their next phase of life post-settlement. Prior to joining Beacon Pointe, Merriweather served as a Wealth Strategist for CornerCap Wealth Advisors. She graduated from 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.  Outside of the office, Merriweather enjoys spending time with her husband and two children.

IMPORTANT NOTICE:

You are now leaving the website of Beacon Pointe Advisors and will be entering the website for Institutional Intelligent Portfolios®, an automated investment management service made available to you exclusively through Beacon Pointe Advisors. Beacon Pointe Advisors is independent of and not owned by, affiliated with, or sponsored or supervised by Schwab. Schwab has no responsibility for the content of Beacon Pointe Advisors' website. This link to the Institutional Intelligent Portfolios website should not be considered to be either a recommendation by SPT, Schwab, or any of their affiliates, or a solicitation of any offer to purchase or sell any security.

Privacy Preferences
When you visit our website, it may store information through your browser from specific services, usually in form of cookies. Here you can change your privacy preferences. Please note that blocking some types of cookies may impact your experience on our website and the services we offer.
Loading...