A driven and entrepreneurial Senior Financial Planner and Creative Event Manager, Mr. McMullan brings over 24 years of diverse international experience to his dual-specialist career. With a unique blend of expertise in sales, customer service, financial planning, and event creation and management, he offers clients a dynamic and well-rounded approach to both personal and professional growth.
Mr. McMullan is widely recognized as a highly respected industry professional, known for his proven track record in both front-line and B2B sales as well as exceptional client service delivery. His ability to build trust and long-standing relationships has made him a valued partner to clients across various sectors.
As a former business owner, he has successfully navigated the complexities of working with corporate entities and private clients alike, delivering strategies that improve efficiency, organization, and goal alignment. His practical understanding of both financial services and event management enables him to offer tailored, results-driven solutions that meet the evolving needs of each client.
With a sharp eye for detail, a passion for innovation, and a commitment to excellence, Mr. McMullan continues to drive meaningful outcomes that leave a lasting impact—whether in wealth planning or unforgettable event experiences.