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Michael Mullins Email & Phone Number
Senior Vice President of Investments
at
Oak Ridge Financial
1 work email found
@oakridgefinancial.com
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Senior Vice President of Investments
Location
Indio, California, United States
Company size
Who is Michael Mullins? Overview
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Quick answer
Michael Mullins is listed as Senior Vice President of Investments at Oak Ridge Financial, a company with 3 employees, based in Indio, California, United States. AeroLeads shows a work email signal at oakridgefinancial.com and a matched LinkedIn profile for Michael Mullins.
Michael Mullins previously worked as Senior Financial Advisor at Oakwood Capital Advisors, Llc and Vice President-Financial Advisor at Jhs Capital Advisors, Llc. Michael Mullins holds Master Of Arts, Pastoral Studies from University Of Saint Thomas.
Company email context
Email format at Oak Ridge Financial
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{first_initial}{last}@oakridgefinancial.com
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Profile bio
About Michael Mullins
As we wish our clients to be more productive and confident, achieve financial security, and become truly independent, we work with them in four distinct areas of their financial life. First, we help them create and grow their assets.Second, we help them protect and preserve those assets.Third, we help them distribute from those assets during life in the most tax-advantaged way.Fourth, we help them distribute assets at death in the most tax-advantaged way.We address these four phases by primarily focusing on 13 areas, or Wealth Management Issues, which have been found to be most important to the clients we specialize in serving.We focus on the areas that are of concern to our clients,their family and business by always prioritizing all the issues as we progress in the relationship, knowing all these issues will change in importance and will need to be continuously updated.We commit to being present to our clients when changes occur, which they will, to offer ideas, suggestions, or alternatives.
Listed skills include Finance, Investments, Financial Advisory, Financial Planning, and 12 others.
Current workplace
Michael Mullins's current company
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Oak Ridge Financial
9 roles
Michael Mullins work experience
A career timeline built from the work history available for this profile.
Senior Financial Advisor
Current
Sep 2019 - Present
Senior Vice President Of Investments
Current
Oak Ridge Financial
Forced by the sale of my former firm, I have enthusiastically joined Oak Ridge Financial, a member of the RBC Correspondent Services, which operational platform my clients have employed for the past seven years; we continue forward with RBC CS, with no change in focus or objective, which is to help clients reach their goals. I am not only a career.
Jun 2015 - Present
Vice President-Financial Advisor
Jhs Capital Advisors, Llc
Company was sold, transitioned to new firm.Assisted clients in selecting investments, including socially responsible (SRI) investments. Initial meetings focused on discovering the client's goals, visions and financial objectives. Advice and guidance centered on helping clients find value in balancing cost and benefit to the client.
Apr 2011 - Jun 2015
Vice President-Financial Advisor
Guided fee-based clients in holistic financial planning to identify and achieve their goals, utilizing best-in-class investment management tools and resources.
Jul 2008 - Mar 2011
Vice President-Financial Consultant
Worked with bank customers to coordinate their banking needs with their larger financial and investing needs. Careful planning was utilized to benefit customers' financial outcomes.
Jun 2004 - Jun 2008
Vice President-Financial Advisor
Seeing the world of investment management from the point of view of a world-class firm, focusing on holistic financial planning and investment management.
Sep 2000 - Jun 2004
Assistant Vice President-Financial Advisor
Formerly Paine Webber in my years with the firm, I learned to embrace the consultative relationship, to strive for a better understanding of clients' financial needs.
Jan 1994 - Aug 2000
Registered Representative
Dain Bosworth in my years with the company, I began my career with an introduction to the world of financial advising and investment management, under the tutelage of an excellent manager and friend.
Apr 1986 - Jan 1994
2 education records
Michael Mullins education
Master Of Arts, Pastoral Studies
University Of Saint Thomas
Bachelor Of Arts, History
University Of Minnesota-Twin Cities
FAQ
Frequently asked questions about Michael Mullins
Quick answers generated from the profile data available on this page.
What company does Michael Mullins work for?
Michael Mullins works for Oak Ridge Financial.
What is Michael Mullins's role at Oak Ridge Financial?
Michael Mullins is listed as Senior Vice President of Investments at Oak Ridge Financial.
What is Michael Mullins's email address?
AeroLeads has found 1 work email signal at @oakridgefinancial.com for Michael Mullins at Oak Ridge Financial.
Where is Michael Mullins based?
Michael Mullins is based in Indio, California, United States while working with Oak Ridge Financial.
What companies has Michael Mullins worked for?
Michael Mullins has worked for Oak Ridge Financial, Oakwood Capital Advisors, Llc, Jhs Capital Advisors, Llc, Rbc Wealth Management, and Wells Fargo Advisors.
Who are Michael Mullins's colleagues at Oak Ridge Financial?
Michael Mullins's colleagues at Oak Ridge Financial include Jason King, Cfp®, Ea.
How can I contact Michael Mullins?
You can use AeroLeads to view verified contact signals for Michael Mullins at Oak Ridge Financial, including work email, phone, and LinkedIn data when available.
What schools did Michael Mullins attend?
Michael Mullins holds Master Of Arts, Pastoral Studies from University Of Saint Thomas.
What skills is Michael Mullins known for?
Michael Mullins is listed with skills including Finance, Investments, Financial Advisory, Financial Planning, Management, Strategic Planning, Financial Services, and Recruiting.
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