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 PLANNER® 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.