Michael E. Mullis, CPA, PFS
Managing Partner, Wealth ManagerFINRA Series 7, 24, 99, Insurance
michael@kmwealthmanagement.com
Michael Mullis is the Managing Partner and Wealth Manager at Kelley & Mullis Wealth Management. Directly after college graduation, Michael followed his father’s footsteps beginning his career in accounting. There is not a time that Michael has not had a deep interest in the financial industry. After two years in public accounting with Arthur Andersen, Michael followed his dream, making the decision to switch careers satisfying his career goals of having a challenging job that he loves, while being able to positively affect peoples’ lives.
One of the biggest blessings making an impact on Michael’s life was a chance meeting with Oley Kelley, the founder of Kelley & Associates. Oley and Michael formed an instant friendship, with Oley offering him a position with his firm in October of 1999. Under Oley’s mentorship, along with many hours of training with fellow advisor, James Kyzer, Michael quickly found his place within the firm and was named Partner in April 2002.
Drawing on the expertise of those he has worked with as a young advisor, Michael incorporates their ideas and philosophies with his experience as a CPA developing a business approach that is focused on listening, understanding and implementing, while using a conservative approach to investing. He knows that there are not two clients that are exactly the same, so always listening to a client’s concerns, understanding what their financial goals are and then developing and implementing a plan that allows clients to meet their goals. Michael’s greatest satisfaction comes from the personal relationships that develop through this approach to investment and retirement planning. In 2010, Michael had the honor of being named Managing Partner, transitioning the firm to Kelley & Mullis Wealth Management, honoring Oley Kelley, the man that believed in him from the beginning.
Michael prides himself on his firm’s commitment to providing outstanding service and developing relationships based on trust between himself, his firm and his clients. He feels that the firm’s commitment to caring for each client has led to the significant growth experienced over the years. He knows there are many advisors that can make appropriate financial recommendations, but investment planning requires listening to the client and committing to ongoing service to ensure client satisfaction.
Kelley & Mullis Wealth Management has received tremendous accolades during Michael’s leadership and has grown to be one of the most successful independent financial planning firms in Birmingham. Michael holds a Business Administration degree from Samford University and a Masters of Accounting from the University of Alabama at Birmingham.
Michael has been recognized by several organizations for his dedication and service to his clients. Recognition includes:
- Securities America Inc. Exemplary Office Award Recipient in 2018
- Ranked in the University of Alabama at Birmingham’s Alumni Affairs Top 25 Excellence in Business in 2018
- Ranked in America’s Top 1,200 Financial Advisors and Top Financial Advisors in Alabama by Barron’s Magazine in 2015, 2016, 2017, 2018, 2019, 2020 and 2021
Barron’s Magazine Top 1200 Advisors in America and Top 50 Financial Advisors in Alabama are chosen based upon a proprietary methodology consisting of three major components: assets under management, revenue generated for their firms, 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 adviser's 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 of the advisor's future performance.