Our building was purchased and designed specifically to provide clients with a comfortable, warm and inviting environment in which to meet and discuss their financial and business affairs with our advisers. We are located just west of the Fayetteville, GA Square, in a professional business park, with plenty of parking. The office is wheelchair accessible. We look forward to sitting down with you and finding out how we can assist you.
Philip D. McMullin is a Branch Manager, Registered Principal, Investment Management Consultant and Certified Retirement Consultant with Raymond James Financial Services, Inc. Philip is the President of McMullin, Stone & Associates, Inc., an independent firm. He has been managing his client’s family and business financial affairs for over 35 years. He provides individualized financial solutions for each family or business, as well as legacy planning for each family for the next generation and beyond. Philip is a 1974 graduate of the Smeal College of Business at the Pennsylvania State University and is proud of his four years with Joe Paterno. In 2008 Philip completed the course work for the Emory University Financial Planning Certificate. He has been married to Debra Cooper McMullin (a Georgia Peach) for 32 years.
Will Stone, a CERTIFIED FINANCIAL PLANNER™ Professional, remembers that his parents stressed the importance of honesty and integrity from an early age. As a result, he believes that clients deserve a financial advisor with these qualities. “My goal is to earn the trust of each and every client by continuously providing quality service and professional advice over the course of a long-term partnership.” With these core values and a philosophy that financial security and independence can be obtained through disciplined and careful planning, he enjoys providing comprehensive solutions for his clients’ unique financial situations. He notes that, “There is tremendous satisfaction in helping individuals, families and businesses address their specific concerns through the development, implementation and monitoring of a well-crafted financial plan.” In addition to working in Fayetteville, he enjoys life in the community with his wife Rebecca and four daughters Katie, Courtney, Natalie and Ivey, whose energy and creativity give him constant inspiration.
Kimberly is a financial planner and a member of our marketing team. Kimberly’s experience as a college professor, as a banking professional coupled with her marketing experience and previous positions in the financial planning industry give her a unique set of skills and knowledge to provide clients with comprehensive financial plans.
Rose Massengale is our Operations Manger. Rose has many years of experience providing excellent service to customers and clients in various organizations – including over 13 years serving clients in the financial services industry. Rose is responsible for all operational aspects of our client services, including among other things, processing non-securities related transactions, scheduling appointments and serving as your primary liaison with the Raymond James home office. As a critiacal part of our team, Rose has exhibited diligent follow-up and exceptional focus on client issues. We are confident you will be as impressed as we are with Rose and encourage you to take full advantage of her services the next time you call or stop by the office.
Terri DeRoche is responsible for Customer Service and First Impressions for all who walk into our office. She joined our firm in November of 2011 with a number of years in the legal services field from which brings an enthusiasm and warmth to the Customer Services position. Terri provides a high level of service and detail work to insure accurate transfers, account maintenance and world class customer service.
About Raymond James
Raymond James is one of the largest independent financial services firms in the United States. Since its beginning in 1962, it has always been a different kind of company – embracing long-term planning and methodical decision-making while staying uncompromisingly client focused. When other firms were simply buying and selling stocks or mutual funds, Raymond James focused on financial planning to help individuals reach their goals. It was the first firm to pioneer that concept – and today it supports its advisors with access to a full range of comprehensive resources, helping them to do the same.
- More than 6,500 financial advisors
- 2.4 million client accounts
- 2,600 locations (United States, Canada and abroad)
- $372 billion in client assets
- $38 billion managed by its subsidiary asset managers
Raymond James Financial was named the best full-service broker in the 2011 SmartMoney annual broker survey for the third time in four years – ranking above Edward Jones, Wells Fargo, UBS, Merrill Lynch and Morgan Stanley Smith Barney.
For more information, visit raymondjames.com.
SmartMoney does not endorse any product or service of Raymond James. The survey criteria included performance of recommended stocks, customer satisfaction, and user-friendliness of account statements and websites. Past performance may not be indicative of future results.
