Jefferson Fuller

Jefferson joined the Insight Strategic Wealth team as an Associate Wealth Advisor in 2025 where his focus is assisting the team’s Wealth Advisors with the management of client relationships and portfolios. In addition, Jefferson assists in the development of financial planning strategies, including investments, tax diversification, estate planning, insurance, and retirement planning.

Jefferson also monitors client activity, cash needs reports, tax information, and any applicable alerts or deadlines for clients’ assets, required minimum distributions (RMDs), IRA contributions, pledged accounts, charitable contributions, withdrawals, and investments.

In his spare time Jefferson enjoys golfing with his family, backpacking, and fishing.