We are committed to providing you with the best financial service possible.
David Mullins, CFP®
David began his career as a financial advisor in 2007 after graduating from the University of Virginia with a BA in Economics.
In March 2012, he started David Mullins Wealth Management to offer independent financial advice to clients. David Mullins Wealth Management specializes in developing and executing retirement strategies and providing investment management services for successful families and businesses in the beautiful foothills of Southwest Virginia and Northeast Tennessee
David is a CERTIFIED FINANCIAL PLANNER™ practitioner and has also has completed the Certificate in Financial Planning program from New York University.
In addition to holding the FINRA Series 7, Series 66, and Series 24 securities registrations, David also holds his insurance license.
David is regularly contacted by national media outlets for finance stories and has been quoted in Time Magazine, the USA Today, Money Magazine, Bloomberg, Reuters, Forbes, and many others.
David is a lifelong resident of Southwest Virginia. David is active as a Board Member for the UVA Club of Southwest VA and Northeast TN, as well as, the Crab Orchard Museum. He also serves on the Russell County Industrial Development Authority.
He and his wife, Brittany, and sons, Cooper and Callen, reside in Rosedale.
In his free time, David enjoys reading, golfing, and anything to do with UVA athletics.
Mary Lou Horn
Mary Lou has a passion of taking care of our clients. Whether it's preparing the food for our annual Valentine's Day luncheon or greeting our clients with a hot cup of coffee, everything she does is genuine and with love.
Mary Lou is the proud mother of two daughters, Elizabeth and Faith. She is also a very proud grandmother to her granddaughter, Keylee.
In her spare time, Mary Lou enjoys listening to music, studying scripture, and spending time with family.