Posts from March 2018

Kelley & Mullis Wealth Management Managing Partner Recognized in 2018 Barron’s Top Financial Advisors Ranking

Kelley & Mullis Wealth Management Managing Partner Recognized in 2018 Barron’s Top Financial Advisors Ranking

Birmingham, Ala. – Kelley & Mullis Wealth Management, one of the largest independently owned financial services firms in Birmingham proudly announces that Michael Mullis, managing partner and wealth manager for Kelley & Mullis Wealth Management has been named as one of ’America’s Top 1,200 Financial Advisors’ and ranked as a ’Top 10 Financial Advisor in Alabama’ for 2018.

Kelley & Mullis Wealth Management Receives National Honor of Exemplary Office Award by Securities America, Inc.

Kelley & Mullis Wealth Management Receives National Honor of Exemplary Office Award by Securities America, Inc.

Birmingham, Ala. – Kelley & Mullis Wealth Management, one of the largest independently owned financial services firms in Birminghamm, has been selected out of 1,500 firms across the U.S. for the national Exemplary Office Award by the Supervision and Compliance Departments at SAI for 2017. The award is based on employees’ pleasant responsive manner, involvement in the community and willingness to adapt to new policies and rules quickly and efficiently.

Beware of Schemes During Tax Season

It’s tax season! Every year, around this time, the Internal Revenue Service (IRS) publishes its dirty dozen – a list of scams criminals use to try and ferret out personal information and/or steal money. For example, if you received an email from a

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