Phone: 859.543.8188

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J. Eric Mullins

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J. Eric Mullins, RICP®

Managing Partner, Financial Advisor

(859) 543-8188
(606) 424-7930
(859) 543-8242

Mr. Eric Mullins specializes in areas of investment management, financial planning, retirement planning, educational planning, risk management, and insurance /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.  His philosophy is: ’To make accurate recommendations, you must listen to your client in order to determine what is most important to him/her.’  Eric firmly believes that in order to be objective, he must be independent.  His objective is to develop a plan that will enable each client to achieve his/her financial goals and ultimately create and preserve wealth.

Eric Mullins is a graduate of Morehead State University where he earned his Bachelor degree in Business Administration with a concentration in Finance.  He 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 volunteering at his local church, playing basketball, reading, and spending time with his wife, Amanda.

Investments & Financial Planning, LLC., 1795 Alysheba Way, Suite 7104, Lexington, Kentucky 40509 | Office  859.543.8188 | Fax 859.543.8242

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Investments & Financial Planning, LLC is an independently owned Registered Investment Advisor.  Securities offered through Securities Service Network, LLC, Member FINRA & SIPC  

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