Graham Mull, Mba, Cfp® Email and Phone Number
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Hello, I'm Graham Mull, a seasoned professional specializing in Retirement Plan advisory and wealth management. With a rich background in financial services, I bring a unique blend of skills to guide employers and individuals toward financial success.💼 Professional Experience:401(k) Plan Advisory:As a dedicated 401(k) Plan Advisor, I work with Plan Sponsors to create retirement plans that are tailored to the needs of their business. I'm passionate about leveraging plan design to maximize outcomes for the company and participants as well as providing best-in-class participant education and financial wellness. Previously, I successfully served as an external wholesaler for Vanguard Retirement Plan Access™, covering states including Arkansas, Louisiana, New Mexico, Oklahoma, and Texas. I've navigated the complexities of retirement plan design, cultivated meaningful relationships with a range of stakeholders, and supported my clients in navigating challenging times such as the onset of the COVID-19 pandemic.Wealth Advisory and Financial Planning:Additionally, as a CERTIFIED FINANCIAL PLANNER™, I work with individuals and families to create a customized financial plan to comprehensively address cash flow planning, investment allocations, insurance planning, tax planning, and transfers to their kin, next generation, and charitable interests.🌟 Personalized Solutions:As a CERTIFIED FINANCIAL PLANNER™ (CFP®), I am dedicated to providing personalized financial solutions. Whether it's optimizing 401(k) plans for employers or guiding individuals in wealth management, my focus is on creating strategies that align with specific goals and aspirations.
Foundation Wealth & Tax Advisors, Llc
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Director Of Qualified Plans | Wealth AdvisorFoundation Wealth & Tax Advisors, Llc Dec 2023 - PresentAnnapolis , Maryland, Us
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Regional Sales Director (Sales Executive)Vanguard Jul 2019 - Aug 2023Valley Forge, Pa, Us• External wholesaler for Vanguard Retirement Plan Access™ recordkeeping solution and Vanguard DCIO covering Arkansas, Louisiana, New Mexico, Oklahoma, and Texas. • Grew underperforming territory by forming and expanding relationships with RIA, B/D, Wirehouse, Consultants and various COIs. • Through extensive advisor prospecting and relationship building, grew advisor-sold business by 38% in 2020, 21% in 2021, and 11% in 2022. • Successfully shifted territory strategy at the onset of COVID pandemic which resulted in sales growth of 12% from previous year. • Coached and developed former Internal wholesaler to achieve promotion to Regional Sales Director in 2021. -
Flagship (Hnw/Uhnw) Sales ManagerVanguard Sep 2017 - Jul 2019Valley Forge, Pa, Us• Manage and led sales team of tenured professionals across two sites responsible for asset capture and managed account growth; specifically targeting High and Ultra High net worth investors. • Developed, created, and implemented advanced book of business reporting, enhanced follow-up expectation, and prospect strategy across segment.• Operations Manager for department with ownership of call center operations, staffing, and contingency; directly impacting seven service segments and 550 front-line employees.• Selected by division senior leadership to participate in business case challenge and developed/presented recommendation to executive leadership around operational changes to improve client and employee experience (~4,000 employees impacted).• Cross-site and department lead for all crew Engagement, Culture, Rewards & Recognition efforts, impacting approximately 550 employees.
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Retail (Mass Affluent) Sales ManagerVanguard Feb 2016 - Sep 2017Valley Forge, Pa, Us• Led a team of nine Investment Sales Consultants to exceed aggressive goals around asset capture and managed account growth. • Top Sales Manager for 2017 with $1.8 billion in assets captured; representing 63% growth YOY. • Achieved ~300% growth in asset capture rate, resulting in $1.1 billion in assets captured in 2016, as a result of consistent coaching, development, and accountability in the areas of consultative selling, book of business management, and sales process strategy.• Cross-site and department lead for all crew Engagement, Culture, Rewards & Recognition efforts.• Drove sales through dedicated coaching around strategy for sales consults, book of business management, and prospect strategy.• Selected as host manager for 2016 and 2017 College to Corporate Intern and 2017 Vanguard Accelerated Development Program participant due to leadership development acumen, expertise, and previous success.
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Personal Investor Segment SupervisorVanguard Apr 2014 - Feb 2016Valley Forge, Pa, Us• Inherited a consistently low-performing team and through consistent coaching, performance management, and accountability, led the team to become a consistently high-performing team while minimizing turnover.• Selected to Leadership Advisory Council as a result of having highest employee engagement scores as measured by Gallup Q12 survey. • Led team of twelve Investment Professionals to service Retail clients while achieving and exceeding aggressive goals around efficiency, enhanced investor guidance, and sales lead referrals. • Arizona site lead for both call center operations and crew engagement during tenure.• Led the 2015 Vanguard Accelerated Development Program cadre through first rotation; sponsoring a project resulting in a proposal and implementation of formalized coaching for broader leadership team.
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Vice President- Branch ManagerJpmorgan Chase Sep 2011 - Mar 2014New York, Ny, Us• Designed and developed enhanced performance management system to better measure behaviors and outputs. • Managed complex "new build" branch to achieve aggressive opening sales goals.• Directly managed a team of seven employees to exceed aggressive sales, customer service, and profitability goals.• Coached and developed a sales team from bottom 30% of company to top 20%. • Recognized for leading team to become top branch in entire West Region for new client acquisition. • Increased pre-tax earnings 58.8% from 2011-2012. • Positively impacted overall customer experience by increasing overall customer satisfaction in Q2 2013 from 73% to 94% (Top 5% in company). -
Business Sales SpecialistJpmorgan Chase Mar 2010 - Sep 2011New York, Ny, Us• Recognized for consistent top performance month over month in adding new relationships and deepening existing relationships with business clients. • Grew sales for the role by ~200% during tenure through consistent prospecting, ability to cross-sell products and services, and through collaboration with business partners. • Leveraged knowledge and expertise of business credit, deposit products, merchant services, payroll, and investment services to provide products and services to clients with the goal of helping their businesses to grow.
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Branch ManagerWells Fargo Bank Sep 2005 - Aug 2009San Francisco, California, Us• Managed most complex branch in market (in terms of transactions, goals, location, and customer demographics) to top position overall in region in terms of sales production. • Selected to represent Retail Banking on a committee to draft recommendations for new goals and compensation plans. • Analyzed financial reports to uncover areas of opportunity to increase productivity. • Led leadership development program within market to enhance the skills and visibility of high potential employees.• Planned, promoted, and managed large events during student rush week at Arizona State University to achieve 120% of new client acquisition goal. • Successfully hired, developed, and trained employees to a 90% promotion rate within a year of hire. • Recognized for being top sales leader amongst peers in region (Arizona, Nevada, and New Mexico) for calendar year 2008. -
Inside Sales InternDicarta May 2005 - Aug 2005Us
Graham Mull, Mba, Cfp® Skills
Graham Mull, Mba, Cfp® Education Details
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Arizona State University, W. P. Carey School Of BusinessLeadership -
W. P. Carey School Of Business – Arizona State UniversityMarketing
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Bellarmine College Preparatory
Frequently Asked Questions about Graham Mull, Mba, Cfp®
What company does Graham Mull, Mba, Cfp® work for?
Graham Mull, Mba, Cfp® works for Foundation Wealth & Tax Advisors, Llc
What is Graham Mull, Mba, Cfp®'s role at the current company?
Graham Mull, Mba, Cfp®'s current role is Retirement Plan Advisor | CERTIFIED FINANCIAL PLANNER® | Retirement Solutions Expert | Guiding Employers and Employees to Financial Success.
What is Graham Mull, Mba, Cfp®'s email address?
Graham Mull, Mba, Cfp®'s email address is gr****@****ard.com
What is Graham Mull, Mba, Cfp®'s direct phone number?
Graham Mull, Mba, Cfp®'s direct phone number is +160233*****
What schools did Graham Mull, Mba, Cfp® attend?
Graham Mull, Mba, Cfp® attended Arizona State University, W. P. Carey School Of Business, W. P. Carey School Of Business – Arizona State University, Bellarmine College Preparatory.
What skills is Graham Mull, Mba, Cfp® known for?
Graham Mull, Mba, Cfp® has skills like Leadership, Sales, Banking, Sales Management, Financial Analysis, Strategic Planning, Process Improvement, Marketing, Microsoft Excel, Investments, Finance, Credit.
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