Birmingham, AL – Kelley & Mullis Wealth Management, one of the leading independently owned financial services firms in Birmingham, AL, announces the addition of Matt Fetner as Financial Advisor.
Mr. Fetner brings 17 years of successful experience to further enhance and lead Kelley & Mullis’s clients to long term financial success.
Mr. Fetner will focus on providing sound financial advice, determining key financial objectives based on each client’s needs, recommending strategies the client can implement to help achieve their desired financial objectives, as well as researching the marketplace and providing clients with current information on new and existing products and services to benefit their portfolios.
“We are excited to announce that Matt Fetner has joined our firm in the role of finanical advisor,” states Michael Mullis, Managing Partner of Kelley & Mullis Wealth Management. “He brings valuable experience to our existing team and is eager to create financial strategies that can help meet the clients’s goals.”
Joining Kelley & Mullis from TD Ameritrade, Mr. Fetner served as a Senior Financial Consultant since 2011. Previously, he spent seven years as a Financial Advisor with Merrill Lynch and three years as a Financial Advisor with Ameriprise. He holds Series 7 & 66 licenses. Mr. Fetner earned his degree from the University of Alabama in Tuscaloosa, AL and holds a Chartered Retirement Planning Counselor designation from the College for Financial Planning in Centennial, CO.
For more information about Matt Fetner or Kelley & Mullis Wealth Management, please contact Krista Conlin at 205-937-3777.
Advisory services offered through Securities America Advisors, Inc., an SEC Registered Investment Advisory Firm. Securities offered through Securities America, Inc., member FINRA/SIPC.
About Kelley & Mullis Wealth Management
Kelley & Mullis Wealth Management firm is an independent wealth management firm located in Birmingham, Alabama. Founded over 25 years ago, Kelley & Mullis takes pride in being an independent firm, allowing them to focus on clients as individuals. With the highest level of quality customer service and the Firm's notable achievements, Kelley & Mullis has been featured in Wealth Magazine, The Wall Street Journal, Birmingham Magazine and Birmingham Business Journal. In addition, Michael Mullis, Managing Partner of Kelley & Mullis Wealth Management, was recognized as one of Barron's “America's Top 1,200 Financial Advisors” and “Top 1,200 Financial Advisors”. Mullis was also a Finalist for the Birmingham Business Journal’s Top CEOs. Both Michael Mullis and Melissa Brown, Chief Operating Officer, have received top honors such as being named Top 40 Under 40 by the Birmingham Business Journal. Additional information is available at www.kmwealthmanagement.com.
The opinions and forecasts expressed are those of the author, and may not actually come to pass. This information is subject to change at any time, based on market and other conditions and should not be construed as a recommendation of any specific security or investment plan. Past performance does not guarantee future results.
Registered Representatives offer securities through Securities America, Inc. Member FINRA (http://www. nra.org/)/SIPC(www.sipc.org). Investment Advisor Representatives offer financial advice through Securities America Advisors, Inc. Branch address: 2008 Stonegate Trl, Suite112 | Vestavia Hills, AL 35242 Kelley & Mullis Wealth Management and the Securities America companies are separate entities. “The third-party comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.” Securities America and its representatives do not provide tax or legal advice. Registered for securities in the following states: AL, CO, FL, GA, IN, LA, MI, MO, MS, NC, NH, NM, OH, OK, PA, SC, TN, TX Written by Securities America for distribution by Michael Mullis.
Barron's Magazine Top 1,200 Advisors in America is chosen based upon a proprietary methodology consisting of three major components: assets under management, revenue generated for their firms, and quality of service and regulatory records. Investment performance is not an explicit factor, because audited performance records are not available. Total assets are all assets overseen by the advisors team, including some that are held at other institutions. The rankings are based on data provided by individual advisors and their firms. Advisor data is confirmed via regulatory databases, cross-checks with securities firms, and conversations with individual advisors. No compensation was received from participating firms or advisors. This ranking is not indicative if the advisor's future performance.