Locally Committed:
Sts. Peter and Paul Regional Catholic School, School Advisory Council and Strategic Planning team member.
PROFESSIONAL EXPERIENCE
Years of experience in the financial industry
20
Years in banking
7
Years in wealth management
5
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, Director of Compliance
859-523-2600
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.
