“My job is to give them (clients) my best advice and to support them, and if they take a different path, then I’ll still be right there with them.”
The stock market caught the interest of John Fuller at an early age. He was just a teenager when his father took him to open his first custodial account and buy a few stocks. Intrigued by this experience, John started an investment club at his high school. From the founding member of a high school club, to now, the founder of Fuller & Company – a premier wealth management firm, John’s journey has been nothing short of unique. In his firm’s 30-year history, the scope of services has grown to encompass tax planning and preparation along with insurance solutions through its sister company, Fuller Sudlow Insurance Advisors. Aside from his work as a wealth advisor, John is passionate about his community. He serves on the advisory board at Holy Innocents and Trinity Schools, and volunteers at the Children’s Healthcare of Atlanta.
Don’t miss Episode 173: Investing Early as John Fuller joins Cambridge CEO Amy Webber to discuss:
- What inspired John to open his first account as a teenager
- How his firm has grown over its more than 30-year span
- What the onboarding process looks like for new clients
- Why community involvement is a top priority for John
About John Fuller
John founded Fuller & Company nearly 30 years ago. He is devoted to always improving the client's experience and dedicated to helping individuals and families reach their financial goals. John’s main areas of focus include comprehensive financial planning, insurance, and tax strategies in addition to directing the office’s strategic initiatives. John graduated from the University of Massachusetts at Amherst with a Bachelor of Business Administration degree. He holds FINRA Series 7 and 63 licenses along with Georgia insurance licenses. Outside of work, John gives back to his community regularly. He is a member of the advisory board at Holy Innocents and Trinity Schools and volunteers at Children’s Healthcare of Atlanta.
Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Fuller & Company are not affiliated.
About Cambridge Stronger
Integrity, commitment, flexibility, and kindness are at the core of Cambridge’s values and drive the Spirit of Cambridge. Join our host, Cambridge CEO Amy Webber, for each Cambridge Stronger episode as she invites independent financial professionals to offer insight on how they integrate values and purpose in their care for their investing clients; and hear their stories on how they got their start as well as why they are in the advice profession.
The opinions expressed are those of the interviewees and do not represent the opinions or views of the interviewer and/or Cambridge.
Featured Insights & Events
The Pillars of True Independence
Get our succession strategy outlining Cambridge’s commitment to internal control and preserving the independence of the financial advisors we serve.
Celebrating 40 Years Together – Something Wonderful
Celebrating our 40th anniversary, we recognize it has always been about the people. Watch how Eric Schwartz, Founder and Executive Chairman, just wanted to build something wonderful.
Cambridge Stronger Podcast
Cambridge Stronger is a podcast and blog series hosted by Cambridge's CEO Amy Webber. It is produced by Cambridge – a financial solutions firm where culture counts and values matter most.