Wealth Management Since 1971

EDWARD FULLERTON

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EDWARD FULLERTON

ChFC, CLU®

PRINCIPAL

WEALTH ADVISOR

Industry Experience: 44 years

  • Graduate, University of Houston – B.B.A., Business
  • Holds Chartered Life Underwriter and Chartered Financial Consultant designations
  • Experience includes serving as a financial planning officer in the trust division of a national bank
  • Developed and implemented a comprehensive employee benefits program for a Fortune 500 corporation
  • Member of the firm’s Investment Committee
  • Served as Director and Chief Benefits Officer of Employee Benefits at the University of Texas Health Science Center-Houston

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