Title: Founder, Managing Director
Company: XO Wealth Management
Location: Dallas, Texas, United States
Matthew Fuller, Founder and Managing Director of XO Wealth Management, has been recognized by Marquis Who’s Who Top Executives for dedication, achievements, and leadership in the field of finance.
When Mr. Fuller was in ninth grade, he took his first business class and it was there that he became interested in investing and the stock market. Early in his career, he was fortunate to be introduced to an independent research firm and investment methodology that kept him in the industry. In preparation for his career, Mr. Fuller attended the University of Texas at Dallas and graduated with a bachelor’s degree in finance in 1982.
Mr. Fuller is an Accredited Investment Fiduciary and is also licensed as a Wealth Management Specialist. He began his career as the first vice president of Wachovia Securities, where he worked from 2000 to 2005. Afterward, he worked as the senior vice president of investments at Raymond James Financial from 2005 to 2013. From 2013 to 2016, Mr. Fuller excelled as an investment manager with McElhenny Sheffield Capital Management, and is currently the managing director of XO Wealth Management, which he founded.
Outside of his professional pursuits, Mr. Fuller is a top supporter of the Top Achievers Foundation and has actively volunteered for the Dallas Stars Foundation, the National Kidney Foundation and Santa’s Helpers. He has devoted part of his career to creative endeavors and published “The Smart Little Saver” in 1999. Throughout his career, he attributes his success to hard work, integrity and honesty, and looking to the future, Mr. Fuller would like to continue expanding his company and hopes to reach the billion-dollar management mark.
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