GORDON MULLIS - WealthSouth
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Wealth Management Danville Kentucky

PROFESSIONAL EXPERIENCE

Years of experience in the financial industry
18
Years in banking
7
Years in wealth management
5

Locally Committed:

Sts. Peter and Paul Regional Catholic School, School Advisory Council and Strategic Planning team member.

EDUCATION

Transylvania University (B.A., Business Administration)
1990
University of Kentucky College of Law (J.D.)
1995
New York University School of Law (LL.M (Taxation))
1996
London Business School (MBA)
2005

GORDON MULLIS

Contact Info

Vice President, Trust Officer in Lexington, KY

859-523-2600
gordon.mullis@wealthsouth.com

WealthSouth Lexington, KY

Primary Responsibilities:

  • Provides assessment and consultation of trust clients’ assets, liabilities, cash flow, insurance coverage, tax status and financial objectives through WealthSouth’spersonalized financial and estate planning process.
  • Manages a portfolio of trust, agency, IRA & estate accounts and develops business relationships with clients.
  • Evaluates and makes distributions (mandatory & discretionary) in line with trust’s purpose and goals.
  • Collaborates frequently with WealthSouth’s Chief Investment Officer regarding investment portfolio.
  • Client liaison in working with attorneys, CPAs and other necessary parties to fulfill trust and estate plans.

 

Core Philosophy

Focusing solely on outcomes is a mistake. Outcomes often are influenced by variables unknown, out of one’s control, or both.  Focus instead on the process. Following a disciplined and sound decision-making approach puts one in the best position to achieve his/her intended goals consistently.

FOR CONTACT INFORMATION

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