About
Matthew brings over 30 years of experience in portfolio management to his current position as a financial advisor with Wealth Enhancement Group. He previously held positions with Merrill Lynch, Wells Fargo Advisors and Raymond James, before serving as the Founder and Managing Director of XO Wealth Management as a discretionary manager. Matthew uses a "top-down" approach using technical analysis to formulate appropriate asset allocation strategies for his clients with an emphasis on risk management.
Matthew is an active volunteer with the Securities Industry and Financial Markets Association (SIFMA). Additionally, Matthew volunteers with the Dallas Stars Foundation and serves on the Board of A Light In Dark Places. He also volunteers his time on the Board of The National Kidney Foundation - Texas, where he recently received the "Gift of Life" award. In addition to his professional and philanthropic work, Matthew is also a published children’s book author. In his free time, he enjoys travel, hockey, golf and hiking.
Education
- BA, Finance, University of Texas at Dallas
Resources from Matthew Fuller
Current Clients
Contact me via email or me at the top of the page.
Your complimentary consultation
During your no-obligation meeting, you will:
Get a second opinion on your financial situation
Be matched with a Wealth Enhancement advisor
Begin crafting a comprehensive financial plan
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