Birmingham, AL – December 18, 2014 - Kelley & Mullis Wealth Management, one of the largest independently owned financial services firms in Birmingham, AL, announces the addition of a new Securities Analyst, Stephen P. Fahy.
Mr. Fahy’s key responsibilities with Kelley & Mullis will include assisting with financial reviews and investment recommendations. He will be responsible for the research and analysis of investment models used to tactically manage client portfolios. In addition, Mr. Fahy will be responsible for building visual aids to be used in the presentation of investment strategies.
About Stephen P. Fahy
With over 37 years of experience in the investment industry, Stephen P. Fahy joins Kelley & Mullis Wealth Management as a Senior Securities Analyst. Mr. Fahy is a Registered Representative, who holds a Series 7 and Series 63 FINRA registration. He is also licensed for Life Insurance, Variable Life Insurance, and Variable Annuities.
Mr. Fahy has developed a wealth of experience working with and managing people through his years of experience in banking, financial software development and financial planning, serving as Operations Manager for a major bank’s Investment Division, Senior Vice President of a financial software company and District Manager of a major financial planning firm. Providing insight into the financial industry, Mr. Fahy has presented at seminars, conducted public speaking engagements, provided insight on local television stations and written articles for newsletters.
Originally from Indianapolis, Indiana, Mr. Fahy and his wife, Debbie have lived in Birmingham, Alabama for over thirty-one years.
For more information about Stephen P. Fahy or Kelley & Mullis Wealth Management, please contact Krista Conlin at205-937-3777.
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 Vestavia, Alabama. Founded over 25 years ago, Kelley & Mullis takes pride in being an independent firm, allowing them to focus on clients as individuals. Mullis was recently featured in theWall Street Journalfor his business approach and uniqueness among wealth management firms. With the highest level of quality customer service and the Firm's notable achievements, Kelley & Mullis has recently been featured in Wealth Magazine, 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 1000 Financial Advisors in 2012 and as a Finalist for the Birmingham Business Journal’s Top CEOs in 2012. Both Michael Mullis and Melissa Brown, Chief Operating Officer, have received top honors as being named Top 40 Under 40 by the Birmingham Business Journal. Additional information is available at www.kmwealthmanagement.com.
Registered Representatives offer securities through Securities America, Inc. Member FINRA / SIPC. Investment Advisor Representatives offer financial advice through Securities America Advisors, Inc. Branch address: 2008 Stonegate Trail, Suite 112 | Vestavia Hills, AL 35242.
— Kelley & Mullis Wealth Management and the Securities America companies are separate entities.
— Securities America and its representatives do not provide tax or legal advice.
— Registered for securities in the following states: AL, AR, AZ, CA, CO, FL, GA, IN, KS, LA, MA, MI, MS, NC, NJ, NM, OK, PA, RI, SC, TN, TX.
Barron's Magazine Top 1,000 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.