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STRATEGIES FOR
EVERY STAGE OF LIFE

Jean McMullin

Infinex Investment Adviser Representative

Jean McMullin’s extensive experience across the financial services sector allows her to see the full picture of her clients’ financial needs. Her clients find that perspective to be an invaluable asset when planning for their financial futures.

In the 40 years Jean has worked in banking, she has served in roles as diverse as bank teller, regional manager and private banker at financial institutions both large and small. Now as a financial adviser, Jean brings that experience to bear with a focus on building client relationships over the long-term, aiming to truly understand their financial goals and translating that understanding into solutions.

At HomeTrust Bank, Jean believes she has the best of all worlds, working with an accomplished team that has deep roots in the community that she and her clients call home. She holds FINRA series 6, 7, 26, 63 and 66 registrations, and has a State of North Carolina Life & Health License.

To schedule an appointment, please contact:

Jean McMullin
Infinex Investment Advisor Representative
Serving Charlotte, Shelby, Cherryville, Forest City, Columbus, and Tryon in North Carolina, and all of South Carolina, Tennessee, and Virginia
Email Jean

704.476.2743

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Not FDIC insured, not bank guaranteed, may lose value, not insured by any Federal Government Agency, not a bank deposit.

 

 

Investment and insurance products and services are offered through INFINEX INVESTMENTS, INC. Member FINRA/SIPC.  HomeTrust Investment Services is a trade name of HomeTrust Bank. Infinex and HomeTrust Bank are not affiliated. Products and services made available through Infinex are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.

The Infinex Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: North Carolina, South Carolina, Tennessee, and Virginia.