Whit Mulford

Current

• Investment Advisor at Banc of America Investments

Past

• Investment Advisor at Morgan Keegan
• Account Manager at Leapfrog Services

Education

• University of Tennessee-Knoxville
• Hampden-Sydney College
• Webb School of Knoxville

• College for Financial Planning

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Recommended

1 person has recommended Whit

Connections

74 connections

Industry

Financial Services

Whit Mulford’s Summary

Financial consultant with extensive experience in creating, developing, and executing short and long-term financial strategies customized to meet client needs in profit-driven, customer-focused environments. Direct experience helping physicians, small business owners and corporate executives maximize net worth.

So many in our industry are simply managers of managers after outsourcing the design and makeup of their clients portfolio's.While our team will do some of that for a portion of assets, we attempt to add to our client's returns through individual stock names and sector rotation. We can afford to do this because we keep our positions under constant survelieance and meet with our clients for performance reviews on a quarterly basis.

"Investing is a unique kind of casino-one where you can not lose in the end, so long as you play by the rules that put the odds in your favor. People who invest make money for themselves. People who speculate make money for their brokers. And that, in turn, is why Wall Street perneially downplays the durable virtues of investing and hypes the gaudy appeal of speculation."

Benjamin Graham - The Intelligent Investor

Whit Mulford’s Experience

• Investment Advisor

  Banc of America Investments

  (Public Company; 10,001 or more employees; BAC; Financial Services industry)

  June 2008 — Present (5 months)

• Investment Advisor

  Morgan Keegan

  (Public Company; 1001-5000 employees; RF; Financial Services industry)

  November 2004 — June 2008 (3 years 8 months)

• Account Manager

  Leapfrog Services

  (Financial Services industry)

  1999 — 2003 (4 years)

Whit Mulford’s Education

• University of Tennessee-Knoxville

  1991 — 1994

• Hampden-Sydney College

  1989 — 1991

  Activities and Societies:

  Theta Chi

• Webb School of Knoxville

  1986 — 1989

• College for Financial Planning

  A.A.M.S,

Additional Information

Whit Mulford’s Groups:

•    TEN - Top Executives Net

Whit Mulford’s Contact Settings

Interested In:

• consulting offers
• expertise requests
• business deals
• reference requests
• getting back in touch