“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