Waltham, MA (June 14, 2021)—Commonwealth Financial Network®, a national firm dedicated to providing advisor-focused business solutions, announces the addition of Kevin Fuller, CRPC®, CPFA, to its network of independent financial advisors. Fuller, formerly with Merrill Lynch, joins Commonwealth affiliate Waypoint Financial in Friendswood, Texas, as a senior partner, working alongside founding partner Rex Richards, MBA, CRPC®. Fuller brings with him total account assets of more than $75 million.
Waypoint Financial has been with Commonwealth since 2009 and is dedicated to making a difference in the lives of its clients by investing in relationships for the long term. Fuller, whose business is almost exclusively fee-based, will be able to serve the best interests of his clients—families, individuals, and business owners—as they navigate their way to retirement and beyond. To learn more about the firm, visit www.waypointfcg.com.
In describing his motivation for making the move to the independent channel and teaming up with Richards, Fuller said, "I've always had an entrepreneurial spirit, and owning my own business is where I always expected to be. This past year provided significant time for self-reflection and was an opportunity for me to work more independently. I look forward to having control over who I decide to do business with and what services I think make the most sense for my clients. Rex had been looking for the right person to join the practice for years, and we have complementary connections in the community, so it was a great match. We've also solved one of Waypoint's clients' biggest concerns—what would happen if something happened to Rex? Now that I’m part of the team, we have significantly mitigated that continuity risk."
"We're thrilled to welcome Kevin to our community of independent financial advisors," said Andrew Daniels, Commonwealth's managing principal of business development. "We understand that moving from a captive environment to the world of independence creates a number of unique challenges. We're honored to offer a wide range of tools to support Kevin's transition as he and Rex partner to take Waypoint Financial and their clients to an even greater level of success."
About Commonwealth Financial Network®
Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser, provides a suite of business solutions that empowers more than 2,000 independent financial advisors nationwide. J.D. Power ranks Commonwealth "#1 in Independent Advisor Satisfaction Among Financial Investment Firms, Seven Times in a Row." Privately held since 1979, the firm has headquarters in Waltham, Massachusetts, and San Diego, California. Learn more about Commonwealth by visiting www.commonwealth.com.
Commonwealth received the highest score in the independent advisor segment of the J.D. Power 2010, 2012, 2013, 2014, 2018, 2019, and 2020 Financial Advisor Satisfaction Studies of customers’ satisfaction among financial advisors. Visit jdpower.com/awards.