Paul Bullock

Paul Bullock

Chief Executive Officer

With more than twenty-five years experience as a Financial Advisor, I am dedicated to helping my clients meet their financial needs. I am fully invested in my clients. Whether you are planning your retirement, saving for your children's or grandchildren's education, or looking to preserve your wealth, I can help.

Before entering the financial services industry, I graduated from the University of Texas with an MBA and a bachelor of finance degree from the same institution. I have been an investment advisor for over twenty-five years and previously was a Senior Financial Advisor for Merrill Lynch and a branch manager for Raymond James Financial. I am now Chief Executive Officer at Wellington Investment Advisors. I take pride in working for a firm that puts you first.

My mission is to help each one of my clients plan for a financial future in a way that best meets his or her goals. I stress a disciplined tactical asset allocation approach to money management that emphasizes changing investment allocations based on economic and market conditions.

My wife and I enjoy spending time with our four children, Chance, Ali, Baden, and Caprice. I am an avid equestrian polo player and a private pilot, and I also enjoy tennis and painting. I look forward to extending my services to you and your family. Together, we can discuss financial strategies designed to fit your unique situation.

Contact Information:

Telephone: (812) 333-0874

                     (317) 452-8480