Richard R. Fulton

I have been in the brokerage business since 1984 and that 35 years has allowed me to customize portfolios for individuals, retirement accounts, trusts, 529 and endowments, corporate 401K’s as well as municipal accounts for cities and towns. 

I believe the most successful wealth management strategies look at the big picture. It is a comprehensive solution focused approach that delivers results. This allows clients to reach their short term, intermediate and long-term goals.

The securities license held are Series 7,63,65 and life insurance and annuity licenses also qualified to do business in 23 states.

I have had the good fortune of being very involved with Faith Lutheran Church, in North Palm Beach, serving as treasurer and investment manager of their Endowment fund.

I have been a resident in the Jupiter area for 40 years. We reside in the seaside community of Tequesta, my wife Laura of 30 years is a local realtor and our daughter Rachel who is a finance major at the University of Texas. In my spare time I like boating, active in local car clubs and enjoy international travel with my family.