Patricia Mull

Patricia B. Mull, CPA, PFS

Patricia is a CPA, Personal Financial Specialist, Wealth Manager and Investment Advisor. She has been an active member of the Florida Keys business community since 1990.

As CEO, every financial decision that Patricia makes is backed by 35 years of experience as a CPA.

With an extensive background in estates, trusts, income taxes, investing & business, Patricia is a trained and experienced professional and she possesses an arsenal of knowledge in the building, preserving and management of wealth.

Certifications and Licenses

• Certified Public Accountant (State of Florida 1974)
• Personal Financial Specialist (designated by the American Institute of CPAs)
• Securities Licenses, Series 6, Series 7, Series 63
• Insurance Agent (Florida and other States)
• Mortgage Broker (Florida license)
• Registered Representative of Cambridge Investment Research, Inc.
• Investment Advisor for Mull Capital Management, LLC

Professional Memberships

• American Institute of Certified Public Accountants
• Personal Financial Planning Section of the AICPA
• Monroe County Chapter of the FICPA
• Monroe County Estate Planning Council (founding member and former president)

Charitable & Civic Organizations

• Baptist Hospital Foundation Board
• Good Health Clinic – Board Member
• American Red Cross (Former Chairman – Upper Keys Chapter)
• Islamorda Chamber of Commerce
• Key Largo Chamber of Commerce