Retirement planning. It's about time.

No matter what your age, or where you are on your planning journey, we can help steer you down the right path toward retirement. We will work with you to build the foundation of your plan. Over time, as life or market circumstances change, we will work with you to adjust your plan where and when needed. When it comes to retirement planning, it's never too early to start.


Kenneth Mulreed, CFP

Senior Vice President–Wealth Management

Ken is a Certified Financial Planner ® professional who has over 30 years of experience in the financial services industry. He developed a passion for the securities market while pursuing a college degree in finance. Upon graduation, he began his career with Merrill Lynch and in 1991 partnered with Larry Haertel in their Greenwich, CT office. In 2003, The Haertel Group joined UBS and has since grown to an eight-person team that services a multigenerational client base.

Throughout his career, Ken has helped his clients manage their wealth through many economic cycles. He emphasizes financial planning, asset allocation and risk management. His primary focus is on retirement planning, but he also provides guidance on education, insurance and estate planning. Other areas of experience include mortgage financing, executive stock options and securities-backed lending.

Outside of work, Ken has been active in youth sports. He was a founding board member of Stamford Youth Lacrosse, and from 1989 to 2006, coached youth hockey in Fairfield County. From 2006 to 2009, he served as president of the Celtic Hockey Club. Ken is married with two children and lives in Stamford, CT. He enjoys golf and ice hockey and is an avid New York Rangers fan.

Registered States:
  • AL
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • IL
  • MA
  • MD
  • MI
  • MN
  • MT
  • NC
  • NH
  • NJ
  • NM
  • NY
  • OH
  • PA
  • RI
  • SC
  • TX
  • UT
  • VA
  • WA
  • WV

  • Forbes Best-in-State Wealth Advisors, 2023The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
  • Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit


  • B.S. Finance, Central Connecticut State University


100 Field Point Road
Greenwich, CT 06830
  • (203) 862-2124

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Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

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