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Committed to helping families, companies and nonprofit organizations achieve their financial goals, we have been serving the mid-Atlantic region for over 100 years. Our experienced, credentialed, and diverse team strives to use their knowledge and tools to change client’s lives for the better. We offer cutting edge resources with personal services to provide customized solutions for each client’s personal goals.
Ongoing communication is a hallmark of our relationship building with our clients. The interchange of ideas helps ensure plans stay on track even with changes in markets and goals. We regularly share our insights in our Quarterly Market Updates, monthly webinars, and monthly Economic Insight video series.
Reach out to us today to learn more about how we can help you.
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Dave joined Fulton Financial Advisors and Fulton Private Bank in 2007. He has over 20 years of experience in investments and trust banking. Dave came to Fulton Financial Advisors following a career with SunTrust where he served in a variety of positions including Closely Held Business Analyst, Business Development Officer, Manager of Private Client Services, and Corporate Strategies/Mergers & Acquisition-related roles. He earned a BS degree in Accounting from Bob Jones University and his MBA degree from Georgia State University.
Dave became a Certified Public Accountant (CPA) in the state of Georgia in 1987 and Tennessee in 1996. He earned series 7, 63 and 24 securities licenses in 1994, became a Certified Trust and Financial Advisor (CTFA) in 1997, and received the Chartered Financial Analyst designation in 2000. He has been a member of the Advisory Board of the American Bankers Association Wealth Management Conference and co-chaired the Advisory Board of the ABA Private Wealth Management School. Dave is a past Chairman of the ABA National Graduate Trust School and served on the faculty of that school for several years.
Dave is a charter member of the CEB Wealth Executive Roundtable and is a member and past Chairman of the Trust and Wealth Executive Association. Dave serves as a volunteer, board member, or committee chair of several community organizations including the Boy Scouts, the Cleft Palate Clinic, and Bible Visuals International.
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As Chief Investment Officer for Fulton Financial Advisors and Fulton Private Bank, Mark leads a team of client-focused portfolio managers and is responsible for the firm's investment strategy including strategic and tactical asset allocation, manager selection/due diligence, and portfolio construction.
Prior to joining Fulton in 2023, Mark spent a decade as a key investment leader in the asset management arm of a major national bank focused on developing innovative investment solutions for institutions, families, and individual investors. He oversaw teams responsible for designing multi-asset class portfolios, alternative investments, derivatives strategies, and a proprietary direct indexing program focused on tax management and values-based investment capabilities. He also brings extensive experience in developing customized investment programs designed for the specific needs of large institutions and ultra-high net worth families.
Mark holds a Ph.D. in theoretical physics from the University of Chicago, a master’s degree in physics from the University of Cambridge, and a B.S. degree in astronomy and astrophysics from Yale University. His research focused on the origins of the universe, extra dimensions, and dark energy. Mark is a Chartered Financial Analyst® and a member of the CFA Society of Philadelphia.
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Sal joined Fulton Financial Advisors in 2003. He has over 35 years of experience in the financial services industry working in risk and compliance, business development, private banking, trust administration, trust marketing and mutual fund distribution. Beginning in 2008, Sal led the Wealth Advisory Group within Fulton Private Bank/Fulton Financial Advisors. In that capacity, he was responsible for creating and providing an environment to serve high net worth individuals and their families with a team based approach to financial services. In 2015, he assumed the role of Chief Administrative Officer for Fulton Financial Advisors In this capacity, he is responsible for the risk and compliance activities of FFA in addition to oversight on technology projects for FFA.
He is active in his home community, having served on the boards of Leadership Harrisburg Area, Concertante, the Central PA Chapter of the Arthritis Foundation and Contact Helpline. He currently serves on the Lower Allen Township Development Authority as a Member and Treasurer. Sal earned a BA in Social Sciences from St. Bonaventure University and a J.D. degree from Syracuse University College of Law.
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In her role as President of Fulton Private Bank, Dara leads the team of tenured professionals to ensure that we are proactively providing the very best experience for Fulton Private Bank’s Clientele.
Previously, Dara served as Director of Family Wealth and led Fulton Private Bank’s efforts to meet the evolving needs of High-Net-Worth Clients. Dara joined Fulton Private Bank from a private multi-family office where she proactively crafted and executed plans to help families across the country steward, preserve and transfer the wealth they worked so hard to create. She is skilled in the art of navigating personal conversations around wealth, including among generations, and understands the nuances of multigenerational wealth.
Dara practiced law for nearly a decade, initially in a national law firm, based in Philadelphia, and then in a mid-sized regional law firm, based in Lancaster, Pennsylvania. During her time as a practicing attorney, Dara's practice and passion were helping closely-held business owners develop and implement succession plans and personal estate plans while minimizing taxes. Early in her legal career, Dara earned her Masters of Laws in Taxation (LL.M) from Villanova University School of Law and recently earned her CERTIFIED FINANCIAL PLANNER® Certification.
Dara is active in her community and has served as a director of a variety of non-profit boards, including in executive leadership positions. Presently, she serves as Trustee on the Board of Trustees of the Chesapeake Bay Foundation and as a Director on the Board of Directors of Hospice & Community Care.
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Brian R. Peachey joined Fulton Financial Advisors in 2013. He has over 23 years of experience in the Retirement Plan and Wealth Management industries. He has held a wide variety of positions including hands-on administration to sales to executive level management. He is responsible for all aspects of the Retirement Services Group within Fulton Financial Advisors including all operational functions at both a recordkeeping and compliance level, defining and maintaining service standards that ensure an excellent client experience, enhancing existing product offerings and defining new offerings, as well as, participating directly in the marketing message and sales process of the Retirement Services team. In addition he oversees Fulton Financial Advisor's Cash Reserve Investment Management and Corporate Trust team.
Prior to joining Fulton Financial Advisors, Brian was EVP of Operations & Product and Systems Development for The Online 401(k) located in San Francisco, CA. The Online 401(k) is a nationally recognized provider of small business retirement plans, servicing over 5000 401(k) plans. During his tenure with the firm, Intuit partnered with The Online 401(k) to create and market an Intuit branded 401(k) product that was serviced and administered by The Online 401(k). Previously, Brian worked at Aris Corporation of America in State College PA as both the Director of Retirement Services and Director of Internal Sales for both Wealth and Retirement Services. He has also worked at Ascensus in Dresher PA and Merrill Lynch in Somerset NJ.
Brian received his Bachelor of Science in Business Management from Shippensburg University in 1989 and has successfully passed both the Series 7 and Series 65 exams.
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As the Director of Fulton Bank’s Private Banking Group, Randy leads a team of advisors delivering investment and banking product solutions and financial advice, to affluent clients. The Private Banking Relationship Managers work very closely with both commercial and consumer bankers across Fulton Bank’s growing five state footprint.
Randy joined Fulton Financial Corporation in 2001 and has been a community banker for over 35 years. In January 2006 Randy was named President and CEO of Delaware National Bank, an FFC affiliate. In December 2010 after a merger with Fulton Bank, Randy became Fulton Bank Delaware Division President.
Randy is the former Chairman of the Delaware Bankers Association, is the Treasurer of Meals on Wheels Delaware, and serves on the Board of the West Rehoboth Community Land Trust.
Randy is a graduate of the University of California. He also attended the American Bankers Association Stonier Graduate School of Banking.
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Paul is the Chief Client Experience Officer and Team Leader Relationship Manager with Fulton Financial Advisors and Fulton Private Bank, a division of Fulton Bank. Over the past 31 years, Paul has been responsible for assembling and leading a team of financial and legal professionals who assist high net worth clients structure and implement comprehensive financial planning, investment management and credit solutions. His practice focuses on privately held business owners and corporate executives.
Prior to joining Fulton Private Bank, Paul spent 21 years with Wachovia Bank in various wealth management, commercial banking, and international banking roles, with his last position that of Partner with Wachovia Bank’s Wealth Management Group. Paul began his investment career as a financial consultant with Merrill Lynch, and during graduate school worked for Kidder Peabody as an equity research associate.
He received a Bachelor of Science degree in Accounting from Drexel University, and a Masters of Business Administration degree in Finance from New York University. In addition, he holds a Certified Investment Management Analyst (CIMA®) designation.
Paul currently serves as on the Board of Directors of GoggleWorks Center for the Arts, is the vice-chair of the Reading Hospital Foundation, and is on the Board of Directors of the Reading Area Community College Foundation. In addition, Paul is a community volunteer with the United Way of Berks County. Prior board positions include the Board of Directors of the Jewish Federation of Reading (Chairman), Reading Area Community College Foundation (Chairman), Trustee of the Berks County Bar Foundation, Trustee of the Gershman Y, board member of Easter Seals of Northeastern Pennsylvania, and board member of Berks Counseling Center.
Paul lives in Wyomissing, PA with his wife Jo, and has two daughters currently living in Hoboken NJ. He enjoys travelling with his family, sports and spending time volunteering in the community.
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Mike joined Fulton Financial Advisors in 2015. In his role he is responsible for revenue growth, operational efficiency, service standards, and risk mitigation for the division.
Mike has spent over 20 years in the Securities and Wealth Industry. He previously held senior management positions at M&T Bank, Wilmington Trust, & Thrivent Financial. As a proven leader in the industry, Mike brings a rich history in providing advisors with the tools and resources necessary to deliver exceptional value to their clients, while driving strategic direction for the firm.
Mike earned his BS degree in Marketing and Finance from York College of PA. He also completed an Executive Education Program from the Ross School of Business at the University of Michigan. Mr. George currently holds Series 7, 24, and 63 registrations