Alexander Fullerton, CFP

Financial Advisor

Drawing on over a decade of wealth management experience, Alex focuses on building financial plans and investment strategies for his clients. He received his bachelor’s degree in business from the University of Central Florida in 2009 and later earned an MBA from Nova Southeastern University in 2015. 


Alex currently holds his Series 7, 66 and Insurance licenses. He has also earned his Certified Financial Planner™ (CFP©) designation and his Certified Divorce Financial Analyst™ (CDFA®) designation. Alex is a third generation native of South Florida and currently lives in Davie, Florida. He can usually be found enjoying the outdoors, playing pickleball or trying to improve his golf game.  

Phone 954-541-5154
Fax 954-206-0945
Mobile Phone 954-296-1600