Research investment professionals with FINRA's BrokerCheck.
That's why we're here to help . Meeting with Fidelity one-on-one can help you feel better about your finances. Whether you're dealing with short-term financial needs, or want to get a handle on your retirement, we're here to help answer questions like:
Fidelity will pair you with a representative who can help you now and at every stage of your life:
Ken Woods, a Fidelity director, retirement planner, has more than 11 years with the company. He was previously a regional consultant for Fidelity's Personal Investing Group. A Chartered Retirement Planning Counselor SM, investment advisor representative, and licensed insurance representative, Ken holds a bachelor's degree in finance from St. John's University.
William Stark joined Fidelity as a retirement planner in 2011. A Chartered Retirement Planning Counselor SM, investment advisor representative, registered securities representative, and licensed insurance representative, William holds a bachelor's degree in political science from Canisius College.