At Bank of America Private Bank, we take pride in our history and in serving our clients’ best interests. We also value the continual pursuit of innovation in a constantly transforming world. We apply this perspective to help our clients anticipate and respond to evolving markets, changing environments and the growing complexities of the financial landscape. Mindful of the past, our focus is on providing today’s clients with disciplined financial strategies and a bridge across generations.
Julian Fulton is a Senior Vice President and Senior Trust Officer with Bank of America Private Bank in Austin, Texas. Julian provides customized advice and guidance to high-net-worth and ultra-high-net-worth individuals and families, helping them develop, implement, and administer their fiduciary plans. He brings extensive knowledge of trust and estate planning services, providing clients with the insights they need to evaluate their options and make informed decisions about their long-term legacies. He also collaborates with a client’s external tax and legal advisors, as appropriate.
A skilled communicator, Julian develops strong relationships with the clients he serves, grounding his approach in diligence and responsiveness. He works in concert with a team of Private Bank specialists, who look to uncover possible efficiencies across a client’s wealth framework, integrating estate planning within a cohesive whole. An agile problem-solver and active listener, Julian also supports families in their efforts to resolve issues, promote harmony, and enhance communication.
Julian began his career at Bank of America Private Bank (Formerly U.S. Trust) in 2008 in Miami, Florida as an administrator of Trust, Investment Management and Custody accounts. He returned to Texas in 2017 to work with the Private Bank team in Austin.
Julian received his B.B.A. in Trust and Wealth Management with a Financial Planning minor from Campbell University in North Carolina. Julian is a CERTIFIED FINANCIAL PLANNER™ certificant awarded by the Certified Financial Planner Board of Standards, Inc. He also holds the Certified Trust and Fiduciary Advisor (CTFA) designation. He is a member of the American Bankers Association Institute of Certified Bankers.
Julian is a native of Lytton Springs, Texas. He and his wife, Audrey live in Austin with their two young children.
*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S.
*Certified Trust and Fiduciary Advisor (CTFA) certification is issued by the ABA Institute of Certified Bankers.
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For more than 200 years, Bank of America Private Bank has helped clients navigate the complex challenges of managing significant wealth. We draw on the Private Bank’s personalized approach, as well as the resources of Bank of America, to help individuals and families, businesses, and institutions achieve their financial objectives. Whether you’re looking to preserve and share wealth, build philanthropic legacies or plan for future growth, our commitment is to make your goals our priority.