We're Pleased to Introduce Gillian K. Mullings. 

A dedicated and experienced financial professional and author, Gillian brings a deep commitment to providing personalized retirement strategies for closely held businesses, women, and working families. As a person who's witnessed three beloved family members succumb to Alzheimer's disease and struggle through the process of Medicaid long-term care eligibility and then estate recovery, Gillian is passionate about helping other emerging affluent families understand and avoid the pitfalls of aging without a strong financial strategy. 

 A Strong Foundation in Finance

Her career in insurance began in 2009 as a property & casualty agent where she fell in love with the insurance industry and its many ways of protecting her customers' most valuable assets, while allowing them to build secure wealth. In 2015 her focus changed to wealth-building and retirement strategies, and she has assisted hundreds of families and entrepreneurs with achieving their long-term wealth-building goals, enjoy secure retirement income and protect legacies for their children's children.

Committed to Client Success

Through her expertise in employee benefits, Gillian helps businesses through strategies that can significantly reduce FICA taxes, improve cash flow, and strengthen employee retention. Her tailored solutions help create long-term financial advantages for both business owners and their employees, fostering growth, stability, and a more resilient workforce.

Life Beyond Work

Gillian has a strong passion and commitment for promoting financial stability and well-being within her community. Since November 2024, she has been a member of the African American Advisory Board of Westchester County, NY and currently serves as Co-Chair on the Economic Development Committee.

We all have only one opportunity to retire. One misstep at the wrong time can jeopardize the success for which you’ve worked so hard.

Gillian is insurance licensed in New York.