Financial Advisor@ Edward Jones
Chicago, Illinois, United States
Dawn Fultz
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Governors State University
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Tell me more about Dawn Fultz?
FlashIntel GPTDawn Fultz is a highly experienced Financial Advisor with over 25 years of experience in the financial industry. She specializes in retirement planning, insurance, education planning, and more. Currently working at Edward Jones in Chicago, Dawn is dedicated to understanding the needs of her clients and helping them determine the best financial strategies. With a strong background in sales and project leadership, Dawn has worked for reputable companies such as Morgan Stanley, Deutsche Bank, and the Chicago Stock Exchange. Her expertise and dedication make her a valuable asset in the field of financial services.
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Emails and Phone Numbers
About
As an Edward Jones Financial Advisor, I believe that it is important to invest my time to understand what you're working toward before you invest your money. I will listen to your needs and help determine the most appropriate financial strategy for you and your family. I have over 25 years of experience in the financial industry.
Work Experience
Financial Advisor
Financial Services
Dawn Fultz's Professional Milestones
- Project Leader Trading Floor Operations (1999-07-01~2000-05-01): Successfully streamlined trading floor operations, optimizing efficiency and reducing costs.
- Financial Advisor (2012-01-01~): Secured financial support to clients, enhancing their financial security and financial quality.
Education
Business Administration,
Bachelors,
Bachelor Of Arts,
Master Of Business Administration,
Masters
1994-1997Skill
Retirement Planning
Insurance
Education Planning
Roth Ira
Traditional Ira
Business Retirement Plans
Sep Ira
Simple Ira
529 Plans
Portfolio And Retirement Plan Reviews
Retirement Plan Rollovers And Consolidation
Estate Considerations
Annuities
Equity Investments
Fixed Income Investments
Certification
Colleagues
Barrett Feltmeier
Senior Digital Product Owner
Erika Gish
Product Owner | Collaborator | Project Management Experience
Tim McMartin, CFP® CIM® CLU®
Financial Advisor | Retirement Planning | Business Owner Of Examiners | Insurance | Estate Inclusions | Toronto
Sean Hawksford
financial advisor | former small business owner | bought a house with a sign
Chad Gardeski, CEA®, DFSA™
specializing in: wealth strategies retirement income strategies estate and legacy planning intergenerational wealth transfer business owner needs disability savings plans life insurance and long-term care
Other Named Dawn Fultz
Frequently asked questions
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Dawn Fultz works for Edward Jones
Dawn Fultz's role in Edward Jones is Financial Advisor
Dawn Fultz works in the industry of Financial Services
Dawn Fultz's colleagues are Barrett Feltmeier,Erika Gish,Tim McMartin, CFP® CIM® CLU®
Dawn Fultz's latest job experience is Financial Advisor at Edward Jones
Dawn Fultz's latest education in Governors State University
