If you’re a Fulton Bank customer in USA searching for “fulton financial advisors phone number” or “financial advisor near me Fulton Bank,” you’re in the right place. Whether you’re planning for retirement in Lancaster, managing wealth in Philadelphia, or looking for personalized investment guidance anywhere Fulton Bank serves, connecting with the right advisor can make all the difference.Fulton Financial Advisors, part of Fulton Bank, N.A., delivers wealth management, retirement planning, investment strategies, and more through a partnership with Raymond James. This 2026 guide gives you everything you need including representative contact details, what to expect, and how to take the next step.
Important disclaimer: Fulton Bank does not publish every advisor’s direct personal phone number publicly for privacy and security reasons. The contacts below combine verified leadership numbers and representative examples drawn from branch locations across their service area. For accurate, up-to-date contact details, always verify directly on the official Fulton Bank website (fultonbank.com) or use their “Find a Financial Advisor” tool by entering your ZIP code. Never rely solely on third-party lists.
About Fulton Bank Financial Advisors
Fulton Bank has been a trusted name in community banking since the late 1800s and operates more than 200 financial centers across Pennsylvania, Maryland, Delaware, New Jersey, and Virginia. Through Fulton Financial Advisors and Fulton Private Bank, they offer comprehensive wealth management solutions tailored to individuals, families, retirees, and business owners.
Their services include:
- Investment management and portfolio construction
- Retirement planning (IRAs, 401(k) rollovers, income strategies)
- Estate planning and trust services
- Tax-efficient investing
- Charitable giving and philanthropic strategies
- Insurance and risk management products
What sets them apart is the Raymond James partnership. Advisors provide access to institutional-quality investments while delivering personalized, relationship-driven advice. Fulton Private Bank targets high-net-worth clients who want concierge-level service that blends banking, investing, and wealth planning under one roof.Whether you’re a retiree in central Pennsylvania looking for steady income or a busy professional in New Jersey needing tax strategies, Fulton’s advisors focus on your full financial picture not just investments.
Why You Might Need a Fulton Financial Advisor
Life’s financial challenges don’t come with a manual. Many people turn to Fulton Financial Advisors when they face big transitions:
Retirement planning — You’ve saved diligently, but now you need a strategy to make your nest egg last 20–30+ years while covering healthcare, travel, and legacy goals.
Investment management — Market volatility, inflation, and changing interest rates can shake even the most disciplined investor. A dedicated advisor builds and rebalances a portfolio aligned with your risk tolerance and timeline.
Tax strategies — From Roth conversions to tax-loss harvesting, smart planning can keep more money in your pocket (or your heirs’).
Estate planning — Protecting your wealth for the next generation, minimizing taxes, and ensuring your wishes are followed requires expert guidance.
High-net-worth individuals and retirees especially value Fulton’s integrated approach: your advisor works alongside your banker, mortgage specialist, and trust officers for seamless service.
Top 10 Fulton Financial Advisors Phone Numbers (USA)
Here’s a 2026 snapshot of key leadership and representative Fulton Financial Advisors across major service areas. These professionals bring decades of experience and a client-first philosophy. Reminder: Phone numbers should be confirmed via fultonbank.com or the Find a Financial Advisor locator. Individual direct lines may route through branches or require appointment scheduling.
| Fulton Financial Advisors-1 | 486 Royer Dr Ste 105, Lancaster, PA 17601, United States | https://www.raymondjames.com/wesweinstein | +17172242528 |
| Fulton Financial Advisors-2 | 1 Penn Square, Lancaster, PA 17602, United States | https://www.raymondjames.com/charleshanna | +17176722001 |
| Fulton Financial Advisors-3 | 1695 State St, East Petersburg, PA 17520, United States | https://www.fult.com/ | +18007529580 |
| Fulton Financial Advisors-4 | 200 N 3rd St, Harrisburg, PA 17101, United States | http://www.fultonfinancialadvisors.com/ | +17172557571 |
| Fulton Financial Advisors-5 | 1 Penn Square, Lancaster, PA 17602, United States | http://fultonbank.com/ | +17172912499 |
| Fulton Financial Advisors-6 | 354 Mill St, Danville, PA 17821, United States | https://www.fultonbank.com/Investments | +15702713400 |
| Fulton Financial Advisors-7 | 483 Royer Dr Suite 102, Lancaster, PA 17601, United States | https://www.fultonbank.com/Personal/Mortgages | +18002209034 |
| Fulton Financial Advisors-8 | 451 Granite Run Dr, Lancaster, PA 17601, United States | http://www.raymondjames.com/ | +17175690232 |
| Fulton Financial Advisors-9 | 200 N 3rd St, Harrisburg, PA 17101, United States | http://www.fultonfinancialadvisors.com/ | +17172557571 |
| Fulton Financial Advisors-10 | 30 S George St, York, PA 17401, United States | http://raymondjames.com/herbnix | +17177719125 |
Expect a warm, professional greeting and a discovery conversation focused on your goals — not a hard sales pitch.
What to Ask Before Calling an Advisor
Come prepared. Great questions include:
- What are your fees and how are they structured?
- Are you a fiduciary, and will you always act in my best interest?
- What is your investment philosophy and process?
- How do you communicate with clients (frequency, preferred method)?
- Can you share recent client success stories (without names)?
- What experience do you have with clients in my situation (retirees, business owners, etc.)?
Fees & Charges of Fulton Financial Advisors
Fulton Financial Advisors typically charge based on assets under management (AUM) for advisory accounts — often in the 0.75%–1.50% range annually, depending on portfolio size (lower percentages for larger accounts). Brokerage accounts may involve commissions or transaction fees. Fulton Private Bank clients may also encounter minimum relationship thresholds.Transparency is a core value. Your advisor will provide a clear fee schedule upfront. Always ask for a written explanation of all costs, including any wrap fees that bundle advisory and trading services. There are no hidden surprises when you work with a fiduciary-minded team.
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Alternatives to Fulton Financial Advisors
If Fulton doesn’t feel like the perfect fit, consider:
Independent Registered Investment Advisors (RIAs) — Pure fee-only fiduciaries with no product sales pressure.
Robo-advisors (Betterment, Wealthfront, Vanguard Digital Advisor) — Low-cost, automated portfolios ideal for beginners or hands-off investors.
Big brokerage firms (Fidelity, Schwab, Vanguard) — Self-directed or hybrid advice models.
Local independent planners through NAPFA.org or XY Planning Network.
FAQs
How do I contact Fulton advisors?
Call 1-866-568-7739 for personal investment services or use the “Find a Financial Advisor” tool on fultonbank.com. Many clients start by scheduling a no-obligation consultation.
Are Fulton Financial Advisors fiduciaries?
In their advisory (fee-based) programs, yes — they are held to a fiduciary standard. Brokerage accounts follow a suitability standard. Ask your advisor which applies to your relationship.
What is the minimum investment?
It varies by service. Traditional brokerage has no strict minimum, while Fulton Private Bank and certain managed accounts often require $500,000–$1M+ in investable assets. Confirm during your initial call.
Can beginners use their services?
Absolutely. Fulton welcomes clients at every stage. Their Digital Advice™ platform offers automated solutions for smaller portfolios, while full-service advisors help new investors build strong foundations.
Ready to take control of your financial future?
Don’t wait for market swings or life changes to catch you off guard. Whether you’re searching “fulton bank financial advisor contact” in Pennsylvania or “wealth management Fulton Bank USA” from anywhere in the country, the team at Fulton is ready to help.Call today or visit fultonbank.com to find your local advisor and book a consultation. Your goals deserve expert, unbiased guidance and Fulton Financial Advisors delivers exactly that.
Disclaimer: This article is for informational purposes only and is not financial, investment, or tax advice. All contact information should be verified directly with Fulton Bank. Investment products are not FDIC-insured, may lose value, and are offered through Raymond James Financial Services, Inc. (Member FINRA/SIPC). Always consult a qualified professional for personalized advice.