J. Eric Mullins RICP®
Phone: (859) 543-8188
Fax: (859) 543-8242
Eric specializes in areas of investment management, financial planning, retirement planning, educational planning, risk management, insurance- and estate planning.
As a native of Kentucky, Eric’s parents instilled the importance of family, hard work, honesty and integrity in him at an early age. He has carried these values over to his professional career in advising his clients in their financial matters.
As an independent financial advisor, Eric takes pride in providing his clients with an honest evaluation of their financial situation. He truly enjoys learning about each of his clients to better understand how they view investing, retirement, money and their finances in general. Eric firmly believes that in order to provide objective advice, one must be an independent advisor. He is committed to helping guide people toward making wise and informed financial decisions that will benefit them and their families for generations to come.
Eric is a graduate of Morehead State University where he earned his Bachelor degree in Business Administration with a concentration in Finance. He entered the financial services industry immediately following and hasn’t looked back since. Eric has additional training and course work in the areas of investment management, financial planning, retirement planning, risk management and insurance, personal and corporate finance, and estate planning. He currently holds FINRA series 6, 63, 7, 24, & 66 registrations and is properly licensed with the state of Kentucky for life insurance and health insurance.
In his free time, Eric enjoys attending church, basketball, the outdoors, reading, and spending time with his wife, Amanda.