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portrait of Heath Fulton
FINANCIAL ADVISOR

Heath Fulton

CEPA®
623 S Silver Springs Road, Suite 510, Cape Girardeau, MO 63703opens in a new window
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About Heath

As a financial advisor, I am committed to working with my clients to find out what is important to them. We then create a customized strategy to achieve that goal utilizing our 5-step process. I love working with my clients and truly enjoy being able to help them through important transitions such as retirement, loss of a loved one or sending their kids to college.

I grew up on a cattle farm right outside the big city of Patton, MO. After high school I went to St. Louis Community College on a basketball scholarship. Upon graduation from STLCC, I came...

Focus Areas

  • New Investors
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Business Retirement Plans
  • Insurance & Annuities

Work History

  • Edward JonesJuly 2019 to Current

Certifications

  • CEPA®

    Certified Exit Planning Advisor®

Education

  • Southeast Missouri State UnivBachelor of Science

Personal Interests

  • Coaching Sports
  • Sports Enthusiast
  • Basketball
  • Fishing
  • Football

Team Members

  • Cara Mayberry
    Sr. Branch Office Administrator
    FPQP®

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(573) 339-2022

Fax

(866) 596-3478

Office Address

623 S Silver Springs Road
Suite 510
Cape Girardeau, MO 63703opens in a new window

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