We believe our clients understand that confidently navigating today’s complicated financial landscape requires professional advice. They have also come to appreciate that a successful advisory relationship is about caring, exceptional service, leadership and trust. We have developed an experienced driven approach to financial advice that combines experience, overall coordination and aligning financial choices with your goals and long-term expectations.
Our goal, as your advisor, is to help you plan with a purpose mapping a personal financial strategy that will bring all of the elements of your financial life into one clearly focused picture. We believe our clients often learn more about their investments in their first meeting with us than they ever knew - even after years of meeting with traditional financial advisors.
We believe in providing education and a roadmap that allows you to plan individual goals, expectations and ideals from which we create a customized personalized plan to help you feel confident in achieving your long term goals while enjoying the journey.
About Philip D. McMullin
Philip D. McMullin, SPHR, LUTCF
is a Branch Manager, Registered Principal, Investment Management Consultant and Certified Retirement Consultant with Raymond James Financial Services, Inc. Philip is the President of McMullin, Stone & Associates, Inc., an independent firm. He has been managing his client’s family, business, and medical practices financial affairs for over 36 years. He provides individualized financial solutions for each family, business and medical practice, as well as legacy planning for each family for the next generation and beyond. Philip is a 1974 graduate of the Smeal College of Business at the Pennsylvania State University and is proud of his four years with Joe Paterno. In 2008 Philip completed the course work for the Emory University Financial Planning Certificate. He has been married to Debra Cooper McMullin (a Georgia Peach) for 33 years.