Your life's goals

Wealth management to help you get there

Mulroy Martin Wealth Management - Team Photo

Our Team
Mulroy Martin Wealth Management consists of three professionals who have more than 60 years of combined financial service industry experience. We provide our clients complete access to the entire team, while leveraging each member’s specialized expertise to enhance the team’s overall value.

Our Mission
At Mulroy Martin Wealth Management , our mission is to provide customized financial and estate planning coupled with independent investment advice. We seek to be the first call for all your financial needs by giving you access to the extensive resources of UBS. We aim to exceed our client’s expectations by offering effective investment advice, clear and timely information, and exceptional service.

Our Commitment
Mulroy Martin Wealth Management is committed to providing objective and straightforward financial advice through goal-oriented financial planning. We strive to know our clients beyond the numbers and believe that deeper relationships lead to better advice. We value your time and trust, therefore will always communicate in a timely manner.

Our Process
At Mulroy Martin Wealth Management , we initially review our clients’ assets, liabilities, and future cash flow needs, followed by in-depth discussions of your personal financial goals. We consider all aspects of our clients’ financial needs including retirement planning, capital needs, insurance, and legacy/estate planning. We provide a written plan to establish accountability and on a regular basis will review market conditions, economic outlook, risk tolerance, and our progress toward your goals.

rowing

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Timothy J. Mulroy - Profile Photo

    Timothy J. Mulroy

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AL
    • AZ
    • CA
    • CO
    • CT
    • DE
    • FL
    • GA
    • IL
    • IN
    • KS
    • MA
    • MD
    • MI
    • MS
    • NC
    • NJ
    • NV
    • NY
    • OH
    • OK
    • PA
    • RI
    • SC
    • TN
    • TX
    • UT
    • VA
    • WA
    • WI

    With over 30 years as a Financial Advisor, Tim has guided clients through many different market environments.  His experience, reliability and commitment to service have built a thriving business that values long-term client relationships and grows from client referrals.  As the founder of Mulroy Martin Wealth Management, Tim focuses on client relationships, investment monitoring and business development.

    After graduating with an economics degree, Tim started his career with E.F. Hutton in New York.  He was with the firm through several mergers and acquisitions, earning him a 25-year Loyalty Award in 2011.  In 2010 Tim founded The Mulroy Wealth Management Group and in 2012 he moved the team to UBS, where he has been given the distinction of Director’s Council Member.

    Tim resides in Atlanta with his wife Michele and their children Jennifer and Brian.  He and his family volunteer regularly in the community and enjoy travel and hiking.  Tim is also an avid motorcyclist, having ridden in ten countries on three continents.

          1200 Abernathy Road
          600 Northpark Town Center
          Atlanta, GA 30328
        • Anthony W. Martin - Profile Photo

          Anthony W. Martin, CFA, CFP

          Senior Vice President–Wealth Management

          Financial Advisor

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          • AL
          • AZ
          • CA
          • CO
          • CT
          • DE
          • FL
          • GA
          • IL
          • IN
          • KS
          • MA
          • MD
          • MI
          • MS
          • NC
          • NJ
          • NV
          • NY
          • OH
          • OK
          • PA
          • RI
          • SC
          • TN
          • TX
          • UT
          • VA
          • WA
          • WI

          Anthony joined Mulroy Martin Wealth Management in 2010 and has over 19 years of experience in the finance industry. Anthony's primary focus is financial planning and portfolio management for clients. Anthony holds the Chartered Financial Analyst® designation and is a CERTIFIED FINANCIAL PLANNER™  in addition to being a Registered Investment Advisor.

          Anthony began his career as a management associate at SunTrust Bank in Atlanta.  Prior to joining the team, he was a corporate and commercial banker with SunTrust and Wachovia, where he was responsible for lending to corporations and high net worth individuals.  

          Anthony is a native Georgian and graduated with a degree in finance from the University of Georgia (UGA).  Anthony and his wife Missy live in Chastain Park with their sons, Aedan and Wyatt.  They enjoy time with family and friends, traveling, golf, and volunteering. Anthony is a founding member of the Brookhaven Chamber of Commerce, and is also a member of the Atlanta Society of Finance and Investment Professionals, and a member of the CFA Institute.

            • The University of Georgia, Degree in finance
              1200 Abernathy Road
              600 Northpark Town Center
              Atlanta, GA 30328
            • Kim M. Demetriou - Profile Photo

              Kim M. Demetriou

              Client Associate

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              • AL
              • AR
              • AZ
              • CA
              • CO
              • CT
              • DE
              • FL
              • GA
              • KY
              • MA
              • MD
              • MI
              • MS
              • MT
              • NC
              • NJ
              • NY
              • OH
              • PA
              • SC
              • TN
              • TX
              • UT
              • VA
              • WY

              Kim has over 20 years of wealth management experience with a background in administration, and operations management. She joined Tim in 2004 and is dedicated to exceeding client's expectations with exceptional service. Kim is an integral part of Mulroy Martin Wealth Management, focusing on the client’s administrative and operational needs. As a commitment to professional development, and expanding the breadth of her knowledge, Kim has earned the series 7, 63, 66, 9 and 10 licenses.  Kim has two children and lives in Canton.

                    1200 Abernathy Road
                    600 Northpark Town Center
                    Atlanta, GA 30328

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                  Retirement planning

                  Retirement planning

                  Multigenerational planning

                  Multigenerational planning

                  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.

                  Learn more at ubs.com/wealthway.

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                  As of 06/30/2022

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