Our Story and Services

At The Mazullo Group, we share a passion for financial empowerment. We are dedicated to educating and guiding clients towards financial freedom. With years of combined experience, we believe that financial planning isn't one-size-fits all but a personalized journey tailored to each clients unique goals and values. Our approach is rooted in empathy, seeking to ensure every client feels understood and supported in making informed decisions.

Our partnership combines the wisdom of experience with the fresh perspective of a new generation, creating a dynamic team that excels in crafting customized financial strategies. Whether it's retirement planning, wealth management, or debt reduction, we provide actionable, thoughtful guidance and potential solutions. Our mission is to make financial success accessible to all, helping individuals and families plan for a secure and thriving future.
Services Include
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

MODERN WEALTH MANAGEMENT TOOLS AND RESOURCES

Morgan Stanley's comprehensive suite of digital resources has carefully been designed to help enhance each aspect of your financial portfolio. Take some time to learn about some of the many Modern Wealth Management resources that we offer to our clients.

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    Morgan Stanley Online

    Your investments and everyday finances are always just a few clicks away with Morgan Stanley Online (MSO) and the Morgan Stanley mobile app! Access your finances and invest in an instant with the help of this handy resource that is available 24/7.

    Learn more about Morgan Stanley Online
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    Goals Based Planning

    Working with Morgan Stanley and its advanced wealth management technology is an ideal way to access advice and build a coherent wealth plan. Read more about the advantages of working with our unique planning technology to help reach your financial goals, whatever they may be.

    Learn more about the Portfoilio Risk Platform
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    Wealth Education Series

    Educational series on Goal Setting and Budgeting; Credit and Debt Management; and Introduction to Investing that demonstrates basic strategies as a starting point for more customized programs depending on your individual goals.

    Learn more about the Wealth Education Series
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    Online Security Center

    Safeguarding your assets and personal information is among our highest priorities here at the Hubbard Team. Learn about our extensive security measures and take advantage of our vast array of resources and ideas that are geared towards helping you stay protected on the World Wide Web.

    Learn more about the Online Security Center
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    Total Wealth View

    Complete your financial profile with Total Wealth View. By linking your external account information, you will benefit from more educated and holistic wealth planning, and convenient connectivity.

    Learn more about Total Wealth View
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    Portfolio Risk Platform

    Morgan Stanley's Portfolio Risk Platform is powered by BlackRock's Aladdin risk engine, a state-of-the-art, innovative risk engine used by several of the world's largest institutional asset managers, providing you with comprehensive risk analytics and a sophisticated view of the risk/return dichotomy across your financial portfolios. This helpful tool can assist you in making educated investment decisions with increased confidence.

    Learn more about Goals-Based Planning

WORKING WITH YOU

At the core of our wealth management philosophy is a personalized approach that centers around your unique circumstances, aspirations, and goals for yourself, your loved ones, and your professional pursuits. Collaborating with you, we design tailored solutions to help empower you to achieve your objectives, guiding you through life's obstacles and equipping you with the knowledge in an effort to make informed choices regarding your finances.

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    Intro & Discovery

    We make sure to grasp a full understanding of you and your family, whether you're preparing for retirement, purchasing a new home, or enjoying your golden years. Our approach considers virtually all of your challenges, goals, and aspirations to create a complete financial picture.

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    Analysis & Development

    Our strategy for helping achieve your success involves using your life goals as our guide, and creating a risk-balanced plan that charts a clear path towards them.

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    Implementation

    We conduct comprehensive research and analysis, and leverage Morgan Stanley's full suite of resources, to facilitate swift and decisive action in various market scenarios.

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    Monitoring Results Against Your Goals

    Our primary objective is your success and well-being, To gauge your process towards your goals, we provide regular updates on your portfolio's metrics and trajectory.

WOMEN & WEALTH

As women with a combined more than 30 years of experience in the financial industry, we champion female empowerment by helping build confidence and strength in women who find themselves in financial decision making roles.

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    Planning Your Financial Future

    Despite facing systemic hurdles, women are a significant driving force in the financial world, currently managing over $10 trillion in financial assets within U.S. households. This number is projected to triple by 2030, largely due to the impending transfer of intergenerational wealth from Baby Boomers to succeeding generations. It's clear that women will continue to hold a substantial amount of assets in the years to come.

    Learn More Here
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    A Woman's Guide to Life and Money

    Should you invest your savings in a 529 plan or a 401(k)?How do you mitigate the potential effects of a career interruption? How do you fulfill your caregiving duties without sacrificing your own self care? How does a major life transition like divorce or retirement impact your financial future? If you're wrestling with some of these questions, the Playbook: A Woman's Guide to Life & Money may have the answers you're looking for.

    Learn More

Location

3700 Embassy Parkway
Ste 340
Akron, OH 44333
US
Direct:
(330) 670-4645(330) 670-4645

Meet The Mazullo Group

About Caryl-Lyn Mazullo

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 & 2022, Forbes Top Women Wealth Advisor, 2020, 2021, 2022, and 2025, and Top Wealth Advisor Mom, 2018-2021.


2020 - 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 2020-2022, 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.

2018-2021 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms
Source: Workingmother.com (Awarded 2018-2021). Data compiled by SHOOK Research LLC based on 12-month period concluding in Mar of the year the award was given.

https://www.morganstanley.com/disclosures/awards-disclosure.html
Securities Agent: NC, KS, MD, CA, VA, GA, WA, TX, NM, NV, DC, CT, CO, OH, IN, AZ, AR, SC, NY, NJ, FL, PA, MI, MA, IL, HI; BM/Supervisor; General Securities Representative; Investment Advisor Representative
NMLS#: 573190

About Danielle Mazullo

Danielle is dedicated to helping individuals navigate the complexities of wealth management through cultivating a customized client experience within the Mazullo Group at Morgan Stanley. With the team’s comprehensive approach, she strives to ensure clients have the guidance they need to make informed decisions.

Being immersed in the financial industry through her upbringing, Danielle gained early exposure to the business. She leverages this background to enhance her knowledge and commitment to driving client success.

Danielle graduated from the University of Dayton with a Bachelor of Science in Finance and soon after, began her career at Morgan Stanley. With a passion for educating and motivating others, she is equipped with the tools necessary to forge impactful relationships.

Originally from Long Island, Danielle currently resides in Richfield, Ohio. During her free time, she enjoys golfing, tennis, and spending time with family.
Securities Agent: OR, DC, MN, ME, KS, AR, KY, CT, SC, MD, MA, CA, TN, MI, HI, NJ, NH, VA, NY, NV, WA, TX, IL, GA, AL, PA, NM, IN, CO, AZ, OH, NC, FL; General Securities Representative; Investment Advisor Representative
NMLS#: 2550570
Wealth Management
Global Investment Office

Portfolio Insights

Retirement

Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
  • 401(k) Rollovers
  • IRA Plans
  • Retirement income strategies
  • Retirement plan participants
  • Annuities
4 Financially Smart Ways to Take Money Out of Retirement Accounts
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4 Financially Smart Ways to Take Money Out of Retirement Accounts

Discover how planning for required minimum distributions from retirement accounts can help you fund future needs and support loved ones.

Investing

Working closely with you to guide your wealth and investments through the most challenging market cycles.
  • Asset Management
  • Wealth Planning
  • Traditional Investments
  • Alternative Investments
  • Impact Investing
2025 Global Economic Outlook: U.S. Policies May Temper Global Growth
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2025 Global Economic Outlook: U.S. Policies May Temper Global Growth

Global growth is likely to be around 3% in 2025 and 2026, as tariff and immigration policies begin to slow the U.S. economy late next year, and China's underperformance restrains emerging markets.

Family

Creating customized financial strategies for the challenges that today’s families face.
  • Estate Planning Strategies
  • 529 Plans / Education Savings Planning
  • Long Term Care Insurance
  • Special Needs Planning
  • Trust Services
Taking Control of Your Finances After Death of a Spouse
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Taking Control of Your Finances After Death of a Spouse

Financial planning after a divorce or death can be trying, but with the right approach and the right advice you can turn a difficult situation into empowerment.

Business Planning

Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
  • Succession Planning
  • Business Planning
  • Qualified Retirement Plans
Financial Planning for Life After Selling a Business
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Financial Planning for Life After Selling a Business

Selling your business can mean big changes for your life, both personally and financially. Know how to make the most of your windfall.

Philanthropy

Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
  • Endowments
  • Foundations
  • Donor Advised Funds
  • Impact Investing
Donor Advised Funds: A Smart Way to Manage Your Giving 
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Donor Advised Funds: A Smart Way to Manage Your Giving 

There’s more to charitable giving than you may realize. Here’s one method that may be a tax-efficient way to give and can help maximize your impact.
Ready to start a conversation? Contact The Mazullo Group today.
1When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.

For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.

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2Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.

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3Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.

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4Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.

Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY

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5When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.

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6Investors should consider many factors before deciding which 529 plan is appropriate. Some of these factors include: the Plan’s investment options and the historical investment performance of these options, the Plan’s flexibility and features, the reputation and expertise of the Plan’s investment manager, Plan contribution limits and the federal and state tax benefits associated with an investment in the Plan. Some states, for example, offer favorable tax treatment and other benefits to their residents only if they invest in the state’s own Qualified Tuition Program. Investors should determine their home state’s tax treatment of 529 plans when considering whether to choose an in-state or out-of-state plan. Investors should consult with their tax or legal advisor before investing in any 529 Plan or contact their state tax division for more information. Morgan Stanley Smith Barney LLC does not provide tax and/or legal advice. Investors should review a Program Disclosure Statement, which contains more information on investment options, risk factors, fees and expenses and possible tax consequences.

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Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.

The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.

Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.

The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.

Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.

The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.

*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney.  The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.

Awards Disclosures
CRC 6491812 (04/2024)