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portrait of Kathryn W Fuller
FINANCIAL ADVISOR

Kathryn W Fuller

CFP®
8121 Gladys Ave, Beaumont, TX 77706opens in a new window
Accepting New Clients
Serving clients with $500,000
CallSend Me a Message

About Kathryn

As a financial advisor, I strive to empower you with the knowledge you need to help gain control over your financial decisions. I believe in making financial strategies understandable and accessible. I start by finding out what's most important to you. We then work together to develop a strategy to help you achieve your long-term financial goals. We continue to work and refine your strategy to help you stay on track for the rest of your life.

Being your financial advisor is about more than investing your money. I can help you achieve the retirement of your dreams or save...

Focus Areas

  • Retirement Income Strategies
  • Divorce Finances
  • Charitable Giving
  • Wealth Strategies
  • Intergenerational Planning
  • Estate & Legacy Strategies

Work History

  • Edward JonesNovember 2016 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Education

  • Baylor UniversityMaster of Science
  • Baylor UniversityBachelor of Science

Personal Interests

  • Spending Time with Family
  • Traveling
  • Cooking
  • Technology
  • Volunteering

Team Members

  • Amber Moore
    Sr. Branch Office Administrator
    FPQP®

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 03:00PM
Sat By Appointment Only
Sun Closed

Phone

(409) 860-0098

Fax

(888) 241-6695

Office Address

8121 Gladys Ave
Beaumont, TX 77706opens in a new window

Mailing address

8121 Gladys
Beaumont, TX 77706

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