Advisors at this firm
Michael M
Series 63, Series 65
Roswell, GA
Stonewall Asset Mgmt., Inc.
Michael Mulling is an advisor at Stonewall Asset Management, Inc. in Roswell, GA, holding Series 63 and Series 65 licenses with 50 years of industry experience. He has been with Stonewall since 2006 and also has experience in non-variable insurance. Mulling serves as President and co-owner of Stonewall, managing client assets and overseeing compliance and branch operations. Stonewall Asset Management serves individual and high-net-worth clients, including business owners, trusts, and retirement plans, managing approximately $37.5 million for 36 clients. The firm employs an institutional investment process combining capital market assumptions, asset allocation optimization, and trend analysis, tailoring strategies to client risk profiles and objectives.
Heidi M
CFP®, Series 63
Roswell, GA
Stonewall Asset Mgmt., Inc.
Heidi Mulling is a CFP® and Series 63 licensed advisor with 29 years of industry experience. She has been with Stonewall Asset Management, Inc. since 2005, serving as CEO and co-owner, and has also been affiliated with Raymond James Financial Services since 1996. She serves as a trustee of a client trust, a role that would become active only under specific circumstances. Stonewall Asset Management serves a small roster of individual and high-net-worth clients, managing approximately $37.5 million across 36 accounts. The firm employs an institutional investment process combining capital market assumptions, asset allocation optimization, and relative-strength trend analysis, tailoring strategies to client risk profiles and objectives.
