About Caryl-Lyn Mazullo, MBA
Caryl-Lyn is passionate about empowering and educating others. With over 30 years of industry experience, as well as an MBA in Finance from the New York Institute of Technology and a Chartered Retirement Planning Counselor (CRPC) designation, she holds the knowledge and experience to help create and implement financial strategies.
Her relationship with clients is the foundation. Caryl-Lyn takes the time to understand your needs and concerns. She focuses on educating while helping manage your wealth strategy. She emphasizes planning with a holistic approach to portfolio management. Caryl-Lyn's in-depth investment process involves helping to understand your needs, customizing a strategy, implementing a portfolio and managing risk.
Caryl-Lyn is an active member in the community and volunteers through the Akron Food Bank. She is an Advisory Board Member for the Barker Center for Economic Education.
Over a decade ago, Caryl-Lyn and her husband moved to Richfield, Ohio from Long Island. In their spare time they enjoy spending time with their four children, playing tennis and hiking.
Caryl-Lyn is proud to be named by Forbes as a Best-in-State Wealth Advisor, 2018 & 2019. Forbes Top Women Wealth Advisor 2022 & 2025.
2022 & 2025 Forbes America's Top Women Wealth Advisors & Forbes Top Women Wealth Advisors Best-In- State (formerly referred to as Forbes Top Women Wealth Advisors, Forbes America's Top Women Wealth Advisors) Source: Forbes.com (Awarded 2022, 2025). Data compiled by SHOOK Research LLC based on 12-month time period concluding in Sept of year prior to the issuance of the award.
2018, 2019 & 2022 Forbes Best-In-State Wealth Advisors
Source: Forbes.com (Awarded 2018, 2019 & 2022). Data compiled by SHOOK Research LLC based on 12-month time period concluding in Sept of year prior to the issuance of the award.
https://www.morganstanley.com/disclosures/awards-disclosure.html
Securities Agent: OK, NV, MD, IN, CT, AR, AL, SD, ND, MA, KS, SC, MT, MS, ID, UT, PA, IA, FL, CA, WV, VT, MO, HI, AK, NH, WA, VI, NJ, DE, WY, WI, OR, NE, NC, KY, DC, AZ, VA, TN, PR, OH, NY, MN, TX, RI, NM, MI, ME, LA, IL, GA, CO; BM/Supervisor; General Securities Representative; Investment Advisor Representative
NMLS#: 573190