Bill Toomey

Managing Director, Wealth Management

Bill joined Fuller & Company in 2022, bringing over 25 years of investment experience to the team.  He serves dual roles at the firm:  Managing Director of private wealth and director of business development.

As a private wealth manager, Bill enjoys working with clients to help them make more informed decisions about their money and the growth and protection of their assets and estates. Bill’s commitment to and passion for guiding his clients through their many life events come through in his holistic, multigenerational approach. Additionally, as director of business development, Bill takes on the task of helping Fuller & Company grow and evolve the firm through several exciting long-range initiatives.

Bill graduated from The University of Texas at Austin with a bachelor’s degree in International Business. He holds FINRA Series 7, 63, and 65 licenses and regularly attends continuing education courses to maintain his Certified Investment Management Analyst® (CIMA®) certification.

Outside of work you can find Bill on the golf course, hunting and fishing in Texas or Georgia, or spending time with family and friends. Bill is married to Jennifer and they have 3 grown children, Hank, Mac, and Sophie.

 

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