Zack Fulmer

Zack Fulmer, MBA, CFP®

Managing Director, Sr. Partner
Orlando, FL
zack.fulmer@bluetrust.com
(407) 618-8625
Follow on LinkedIn

Zack Fulmer serves both the Private Wealth division and the Sports and Entertainment Division of Blue Trust in Orlando, Florida and is a senior partner of the company.

As managing director in the Private Wealth division, Zack oversees the day-to-day operations, growth, and expansion of the branch office in Orlando, Florida. In addition to his leadership role, Zack works with individuals, families, and businesses, using his objective perspective to help them make wise financial decisions to experience clarity and confidence and leave a lasting legacy. His goal is to help clients focus on the things that matter most to them. Zack and his team integrate financial planning, investment management, and trust services into financial plans tailored to his clients’ needs.

As a senior financial advisor with the Sports and Entertainment Division, Zack serves athletes and their families, helping them navigate the financial, marital, and personal pitfalls that athletes face today. The Sports and Entertainment Division of Blue Trust employs a customized service model geared to the unique needs of the athlete in their specific sport. Services include coordination of tax and legal counsel, bill paying, cash flow management, financial and estate planning, trust services, and philanthropic strategies. Blue Trust serves over 100 active and retired players and coaches across the MLB, NFL, NBA, PGA, NASCAR, and the NCAA.

Prior to joining Blue Trust in 2001, Zack worked in public accounting for Deloitte & Touche, LLP. Zack graduated from Clemson University in 1996 with a BS in accounting. He also earned his MBA from the University of Georgia in 2000 with a concentration in investments, corporate finance, and real estate. Zack is a CERTIFIED FINANCIAL PLANNERTM certificant.

As an active member of his church and a member of the advisory board for National Christian Foundation Orlando, Zack is involved in his local community, maintaining a meaningful balance between family and professional activities. Zack and his wife, Kimberly, have two daughters and two sons and live in Winter Garden, a suburb of Orlando, Florida.

Testimonials

 
123
Slide Title

We first called Blue Trust to determine how soon I could retire. Our Blue Trust advisor guided us on a spiritual path at exactly the right time to focus us on God’s will at this stage of our lives and we will be forever thankful.

Jim & Norma W.Lake Elsinore, CA

Slide Title

I've been involved with financial planners for well over 40 years. There's very few of them that do it like Blue Trust. Very few concentrate on giving as part of the overall plan.

Terry Parker, Cofounder of National Christian FoundationFeatured in Faces of Generosity

Slide Title

Working with our Blue Trust advisor and their team of experts has been a 'game changer' for us to ensure we are managing our wealth wisely and being generous with the time, talents, and treasure we’ve been given--all from a biblical worldview.

President & CEO of a large privately owned companyDagsboro, DE

Resources from Zack

  • What is Your Materiality Threshold?

Find an Advisor Near You

Find an Advisor

Recent Posts

Trust and investment management accounts and services offered by Blue Trust, Inc. are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, nor guaranteed by any bank or bank affiliate, and are subject to investment risk, including possible loss of the principal amount invested. CFP Board owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.
*The client’s experience may not be representative of the experience of other clients and is also not indicative of future performance or success.
**All financials are as of 6/30/24 and subject to change.
Atlanta SEO Company
© Copyright 2024 Blue Trust, Inc.