Our Team

Our Team

The people who work at Fuller Financial Services not only have the knowledge and experience to help you pursue your financial goals but they also happen to be extremely great folks. Our staff is always ready to address your concerns, answer your questions, and put you at ease.

A. Roy Fuller, Jr., CLU, ChFC, AEP® , AIF ®

Principal of Fuller Financial Services

Education and Accreditations:

  • Undergraduate:
    Jacksonville University and University of Florida
  • Master's of science in financial services:
    The American College, Bryn Mawr, Pennsylvania
  • Chartered Life Underwriter® (CLU®)
  • Chartered Financial Consultant® (ChFC®)
  • Accredited Estate Planner with the National Association of Estate Planners & Councils
  • Charter member of the American College PACE (Professional Achievement in Continuing Education, requiring adherence to strict ethical oath and stringent continuing education requirements)

Experience:

  • Investment Adviser Representative with Commonwealth Financial Network®
  • National Financial Resources, Inc., 1980–1994
  • Principal of Fuller Financial Services, an independent financial consulting firm, since 1994

 Professional Memberships:

  • Estate Planning Council of Northeast Florida (board member 1989–1995, president 1994–1995)
  • American Society of CLU and ChFC
  • National Association of Life Underwriters
  • Charter member of Planned Giving Council of Northeast Florida
  • Life member of Million Dollar Round Table*

 Community Contributions:

  • Consistent top 10 sponsor of Multiple Sclerosis MS-150 bike ride.
  • Board member of various civic organizations and of his church.
  • Periodic contributor to Florida Times-Union's "Your Money" section.

*Membership based on sales criteria.

William B. Beck

Education and Accreditations:

  • Undergraduate:
    Georgia State University
  • Charter member of the American College PACE
    (Professional Achievement in Continuing Education, requiring adherence to strict ethical oath and stringent continuing education requirements)

Experience:

  • Investment Adviser Representative with Commonwealth Financial Network®
  • Vice President of Investments with Capitas Financial/Financial Resource Alliance, 2006–2008
  • Vice President of Penn Mutual Life Insurance/Hornor, Townsend & Kent, Inc., 1998–2006
  • Equities Principal of SII Investments, 1998–1999
  • Equity Coordinator for Sun Life of Canada Branch Office, 1992–1997
  • Vice President of Gordian Securities, Inc., 1983–1992

Maintained FINRA Securities Registrations:

  • Series 7 (Registered Representative)
  • Series 24 (Registered Principal)
  • Series 27 (Financial and Operations Principal)
  • Series 63 (Multistate)
  • Series 65 (Investment Advisor)

Community Contributions:

  • President of the Board of Directors for MorningStar School
  • Member of the St. Joseph Parish