One-on-one meetings are complimentary! Research investment professionals with FINRA's BrokerCheck.
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That's why we are here to help. Meeting with Fidelity one-on-one can help you feel better about your finances. Whether you're curious about short-term financial needs, or want to get a handle on your retirement goals, we're here to help answer questions like:
-How do I create a budget that works for me?
-How can I save for tomorrow when I'm dealing with today?
-Am I on track to retire when I want to?
We are here to help you over the phone or through video conference.
Our Workplace Financial Consultant are licensed financial professionals who can help you plan for every stage of your life.
Chris Molder, a Fidelity Workplace Financial Consultant, has more than 16 years with the company. He was previously an investments representative at Fidelity's Fort Worth, Texas, Investor Center. Mr. Molder promotes financial wellness for plan participants through one-on-one planning and educational events. A Chartered Retirement Planning CounselorSM, investment advisor representative, registered securities representative, and licensed insurance representative, Chris holds a bachelor's degree in communication studies (with a minor in business) from Texas State University, San Marcos.
Investment advisor representatives are licensed with Fidelity Personal and Workplace Advisors LLC (FPWA), a registered investment adviser, and registered with Fidelity Brokerage Services LLC (FBS), a registered broker-dealer. Whether a Fidelity representative provides advisory services through FPWA for a fee or brokerage services through FBS will depend on the products and services you choose.
Russell Jeanis, a Fidelity Workplace Financial Consultant, has more than 11 years with the company. He was previously an investments representative at Fidelity's Denver, Colorado, Investor Center. Mr. Jeanis promotes financial wellness for plan participants through one-on-one planning and educational events. A CERTIFIED FINANCIAL PLANNERTM certificant, investment advisor representative, registered securities representative, and licensed insurance representative, Russell holds a bachelor's degree in history and business from Texas A&M University.
Investment advisor representatives are licensed with Fidelity Personal and Workplace Advisors LLC (FPWA), a registered investment adviser, and registered with Fidelity Brokerage Services LLC (FBS), a registered broker-dealer. Whether a Fidelity representative provides advisory services through FPWA for a fee or brokerage services through FBS will depend on the products and services you choose.
Donavon Sammons, a Fidelity Workplace Financial Consultant, has more than nine years with the company. He was previously a planning consultant for Fidelity's Sugar Land Investor Center. Mr. Sammons promotes financial wellness for plan participants through one-on-one planning and educational events. An investment advisor representative, registered securities representative, and licensed insurance representative, Donavon holds a bachelor's degree in community health (with a minor in business) from Stephen F. Austin State University.
Investment advisor representatives are licensed with Fidelity Personal and Workplace Advisors LLC (FPWA), a registered investment adviser, and registered with Fidelity Brokerage Services LLC (FBS), a registered broker-dealer. Whether a Fidelity representative provides advisory services through FPWA for a fee or brokerage services through FBS will depend on the products and services you choose.