One of the most important decisions you’ll make when considering how to move forward with your ESOP distribution, is who will help guide you through the financial complexities and help you define your short-term and long-term goals.
How do you decide? It begins with trust. You need an advisor that puts your interests first. A professional dedicated to understanding you, your unique needs, your circumstances, your feelings toward wealth, and your priorities – and consistently delivering in a way that exceeds your expectations.
Fulton Financial Advisors is comprised of experienced financial and wealth advisors focused on the many stages in your life. From providing individualized advice on retirement, education funding or wealth accumulation, we'll help create or refine your strategy. We'll work to help you identify your critical goals and customize an investment plan to help you achieve them.
MEET OUR YORK TEAM
JESSICA MALONE
Fulton Private Bank
717-255-7573
jmalone@fult.com
We welcome the opportunity to help you to make the right decision for you and your family. Let’s start the conversation with one of our York team members. To learn more, please call Jessica Malone or one of our advisors below:
Fulton Financial Advisors
From providing individualized advice on retirement, education funding or wealth accumulation, we help create or refine your strategy. Our objective is to help
you identify your critical goals and customize an investment plan to help you achieve them.
JOE PETRUSO
Financial Advisor,
Fulton Financial Advisors
717-815-4375
jpetruso@fultonfinancialadvisors.com
JOHN LOWDER
Financial Advisor,
Fulton Financial Advisors
717-932-0980
jlowder@fultonfinancialadvisors.com
HERB NIX
Financial Advisor,
Fulton Financial Advisors
717-815-4382
hnix@fultonfinancialadvisors.com
MARY ELLEN THOMSON
Financial Advisor,
Fulton Financial Advisors
717-771-9112
mthomson@fultonfinancialadvisors.com
Fulton Private Bank
Our wealth advisors specialize in working with individuals and families with complex needs, providing team-based comprehensive wealth advice, such as tax, estate and charitable planning, investment management, and fiduciary services.
LORI BRODBECK
Fulton Private Bank
717-771-9144
lbrodbeck@fult.com
JEFF TAYLOR
Fulton Private Bank
717-771-9137
jtaylor@fult.com
ERIN MILLER
Fulton Private Bank
717-771-9139
ermiller@fult.com
Visit our Insights & Opportunities Center for additional information and white papers that can help you gain a better understanding of how to manage your wealth.
Start the conversation here:
To learn more, call Jess Malone at 717-255-7573 or use the form below.
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ABOUT US
We manage over $11 billion in investments for clients in Central Pennsylvania and throughout our 5 state footprint and nearly half of those assets are in Rollover IRA or 401(k) accounts. Our Financial Advisors and Wealth Advisors are trained and equipped to help investors navigate transactions like the one you’re experiencing. You can be confident that our expertise and experience will ensure that your family receives the advice and peace of mind that it needs to succeed.
Headquartered locally, we share the same values of service and trust that has made Glatfelter Insurance Group such a valuable company. We recognize each family is distinct and we align our expertise around supporting you and your family on the journey through integrated wealth management. We also put a premium on privacy and confidentiality – our culture is built around protecting the information that our clients share with us, ensuring that the details of their finances and their goals and objectives remain private.
Use FINRA's BrokerCheck to view the background of any registered Financial Advisor.
Jessica Malone is not affiliated with Raymond James.
Please note: changes in tax laws may occur at any time and could have a substantial impact upon each person's situation. While we are familiar with the tax provisions of the issues presented herein, as Financial Advisors of RJFS, we are not qualified to render advice on tax or legal matters. You should discuss tax or legal matters with the appropriate professional.
Fulton Financial Advisors and Clermont Wealth Strategies operate through Fulton Bank, N.A. and other subsidiaries of Fulton Financial Corporation and are headquartered at One Penn Square, Lancaster, PA 17602.
Fulton Financial Advisors and Clermont Wealth Strategies operate through Fulton Bank, N.A. and other subsidiaries of Fulton Financial Corporation, including Fulton Insurance Services Group, Inc. The Advisors at Fulton Financial Advisors and Clermont Wealth Strategies offer a broad array of financial products and trust and retirement services some of which are provided through ValMark Securities, Inc., and/or Raymond James Financial Services, Inc., independent and unaffiliated registered broker/dealers, Members FINRA/SIPC; and/or Executive Insurance Agency, Inc., and/or Specific Solutions, Inc., unaffiliated licensed insurance agencies; Investment advisory services offered through Raymond James Financial Services Advisors, Inc. and/or ValMark Advisers, Inc., unaffiliated investment advisory firms registered with the SEC. Raymond James Financial Services, Inc. is not affiliated with Specific Solutions, Inc., Executive Insurance Agency, Inc., ValMark Securities, Inc., ValMark Advisers, Inc., Clermont Wealth Strategies, Fulton Financial Advisors, Fulton Bank, N.A., Fulton Financial Corporation or any of its subsidiaries. Neither ValMark Securities, Inc., ValMark Advisers, Inc. nor Executive Insurance Agency, Inc. is affiliated with Clermont Wealth Strategies, Specific Solutions, Inc., Fulton Financial Advisors, Fulton Bank, N.A., Fulton Financial Corporation or any of its subsidiaries.
Securities and Insurance products are not a deposit or other obligation of, or guaranteed by the bank or any affiliate of the bank; are not insured by the FDIC or any other state or federal government agency, the bank or an affiliate of the bank; and are subject to investment risk, including the possible loss of value.