The member spotlight was created to give members an opportunity to showcase themselves to their fellow Chamber members and to the community. The business that wins the member spotlight will be featured for one month on the Chamber’s website
Frank Clementi, Fulton Financial, FClementi@fult.com
What is your position with Fulton Financial Advisors and how long have you worked for Fulton Financial Advisors?
I’m a Vice President of Institutional Business Development; my primary areas of focus are Qualified Retirement Plan Sponsors and Non-Profit Organizations across our five-state corporate footprint.
I joined Fulton Financial Corporation (our parent company – NASDAQ:FULT) in 2001 and moved to Fulton Financial Advisors in 2008.
In a nutshell, what does Fulton Financial Advisors provide its customers? How would you describe Fulton Financial Advisors to a potential client?
Fulton Financial Advisors is the investment management and fiduciary subsidiary of Fulton Financial Corporation, a $20 billion financial services institution, headquartered in Lancaster, PA, with presence in five states (PA, NJ, MD, DE and VA). Fulton Financial Advisors is a legal division of Fulton Bank, N.A.
Fulton Financial Advisors provides comprehensive investment management, wealth management and fiduciary services to individual and institutional entities. We have over 4,000 clients and manage assets in excess of $10 billion.
Tell us about Fulton Financial Advisors’ history and any unique facts. What makes Fulton Financial Advisors stand out from others?
Fulton Bank was founded in 1882, and has remained independent ever since. In 1919, the bank launched its fiduciary division, with further business expansions in 1967 (Retirement Plan Services), 1980 (Cash Reserve Investment Management Services) and 1994 (Charitable & Endowment Services). In 2000, these services were merged into one, wholly-owned entity, Fulton Financial Advisors.
We pride ourselves on the comprehensive scope of services we provide. Our clients, whether individual or institutional, can rely on us to help them achieve their financial goals in an objective, team-based and highly specialized manner. We’re invested in the long-term success of our clients.
What do you do to serve your clients best?
Relationship-building is extremely important to Fulton, and ultimately, to our clients; this fosters an environment of caring. Whether a client or a prospect, it’s vitally critical that we intently listen to what they’re saying. Since the needs, objectives and circumstances of our clients and prospects vary, understanding the same is key to recommending effective solutions. Finally, delivering appropriate and customized solutions, coupled with high standards for professional ethics, on-going relationship management and overall client experience, support the basis for long-lasting, positive relationships.
What are your proudest accomplishments?
Professionally speaking, I am proud to work for and contribute to a company that is client-centric, collaborative and rooted in a long history of building local relationships through ethical and supportive business practices. Every day, we build better lives, invest in our communities and work as one team to comprehensively serve our clients.
Why is Fulton Financial a member of the Exton Region Chamber of Commerce?
Connecting with the communities, in which we serve, is very important to building long-lasting and mutually beneficial relationships. The ERCC is an organization that provide a positive and valuable link to a growing and vibrant community.