John Pulliam is a financial advisor at Pulliam Family Office, LLC with 33 years of industry experience. He holds Series 63 and Series 65 designations. His prior work includes roles at UBS Financial Services Inc. and Raymond James Financial Services. Pulliam Family Office serves individuals and high-net-worth families, as well as estates, trusts, partnerships, retirement plans, corporations, and broker-dealer clients. The firm offers discretionary and non-discretionary investment management, financial planning, legacy management, and a range of family-office services, using strategic and tactical asset allocation across various investment types and coordinating with legal and tax professionals.

Jonathan Woodward is a financial advisor with Pulliam Family Office, LLC, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. His work history includes roles at The Leaders Group Inc., LPL Financial, Bancwest Investment Services, and BMO Bank NA. Pulliam Family Office serves individuals and high-net-worth families, as well as estates, trusts, partnerships, retirement plans, corporations, and broker-dealer clients. The firm offers discretionary and non-discretionary investment management, financial planning, legacy management, and a range of family-office services, using a blend of strategic and tactical asset allocation and coordinating with outside specialists.