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.

Check the background of investment professionals on FINRA’s BrokerCheck.

Fuller & Company | 5909 Peachtree Dunwoody Road Northeast, Suite 725 | Atlanta, Georgia 30328 | 404-257-9588

Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Tax services offered through John D. Fuller & Company. Cambridge is not affiliated with Fuller and Company and its affiliates. Cambridge does not offer tax advice.

This communication is strictly intended for individuals residing in the states of AK, AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MO, MS, NC, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, and WY.

The information being provided is strictly as a courtesy. When you link to any of these web-sites provided herein, Fuller & Company makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information and programs made available through this site.

Cambridge’s Form CRS (Customer Relationship Summary)

Fuller and Company