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Ron Bullis
CEO & Founder at Lifeworks Advisors, LLC
Ron Bullis is the CEO and Founder of Lifeworks Advisors, a rapidly growing wealth management firm in the United States.
After a successful career at a large insurance company, he ventured into entrepreneurship in 2017, starting Lifeworks with no clients and zero revenue.
Under his leadership, Lifeworks has grown to manage $150 million in assets and serve hundreds of clients.
In addition to client service, Ron spearheaded the development of proprietary software to enhance the advisor-client relationship, leading Lifeworks to win the ScratchWorks FinTech competition in 2020.
Recognized as a startup to watch, Lifeworks secured funding from Mariner Wealth Advisors, the 3rd largest wealth management firm in the US.
Ron further shares his expertise through 'The Future of Advice™' podcast, a finalist at WealthManagement.com's Wealthies awards, aimed at educating advisors and firm leaders.
With a diverse team of financial advisors, software engineers, quantitative investment managers, designers, and digital marketers, Lifeworks now serves clients nationwide, striving to deliver innovative financial solutions.
