Hulon Warlick, CRC®, CPFA

Hulon Warlick, CRC®, CPFA

Hulon@i-wmonline.com

Hulon earned a Bachelor of Business Administration from the University of Mississippi. He began his career as a financial advisor in 1992. He holds series 7, 63, and 66 registrations and is authorized to give investment advice to clients. Hulon has been named a Five Star Wealth Manager* by Memphis Magazine.

Since beginning his career in the financial services industry, Hulon has enjoyed playing a meaningful role in helping clients pursue their financial goals. Throughout his years of service, he has always taken steps to provide objective financial guidance based firmly on each and every client. In working with clients to shape their financial futures, he uses his extensive experience and seasoned knowledge to enable and equip them to pursue their most important financial objectives.

Hulon works with clients to gain an understanding of your personal goals, current financial situation and risk tolerance. Your personalized financial plan will contain detailed information about your current situation and about the goals you would like to achieve in the future. This approach provides each client an orderly way to identify relevant strategies for moving forward and addressing your needs. Financial objectives may range from accumulating wealth, to planning for retirement, to making money last as long as possible through retirement. Regardless of your goals, Hulon is experienced to help prepare you for all the significant financial events in your life.

Outside the office, Hulon attends Second Presbyterian Church and enjoys playing golf, hunting and fishing.

*2013, 2015-2023 Five Star Wealth Manager Award, created by Five Star Professional. The 2023 award was presented in October 2023 based on data gathered within 12 months preceding the issue date. 542 Memphis-area advisors were considered, 51 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. For more information, please visit www.fivestarprofessional.com.