Erica Fulbright

Erica T. Fulbright
Vice President Financial Consultant Truist Investment Services, Inc.

100 Crescent Court

10th Floor,

Dallas, TX 75201-2911

About me

Background

Erica brings over 13 years of experience in the financial services industry and serves high and ultra high net worth families, focusing on the integration of estate, tax planning, business transitions and acquisitions, charitable, and private banking and lending strategies between generations. Erica works one-on-one with clients to create and deliver customized banking solutions for clients utilizing a broad network of capabilities in investment portfolios and research. Erica’s focuses on an in-depth financial needs analysis to help clients address their financial goals. Erica received her Bachelors in Business Administration from Sam Houston State University and a minor in Business Education. She is a certified Business Coach with Integrity Solutions. Erica and her daughter, Madelyn live in North Dallas. Erica enjoys coaching her daughter’s basketball team, trying new restaurants and traveling.

Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

Bachelors in Business Administration
Sam Houston State University 2005 2009

Personal Interests

Erica and her daughter, Madelyn live in North Dallas. Erica enjoys coaching her daughter’s basketball team, trying new restaurants and traveling.

Specialties

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Top-notch service delivery and support for the private banking needs of business-owners

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

Locations

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