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 Consultants are licensed financial professionals who can help you plan for every stage of your life.
Jared McVey, a Fidelity Workplace Financial Consultant, has more than 15 years with the company. He was previously an investments representative at Fidelity's Bethesda, Maryland, Investor Center. Mr. McVey 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, Jared holds a bachelor's degree in sociology from Appalachian 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.
No time to meet with a financial professional on campus?
Fidelity has more than 200 Investor Centers across the country. Our experienced advisors can help you meet all your financial goals. We provide the financial planning, advice and education resources that investors and emerging investors need, including retirement planning, wealth management, brokerage service, college savings and more. Click the following link, and type in your zip code to find an Investor Center near you!
http://www.fidelity.com/branchlocator/index.shtml
*Investor Center products and services are offered beyond your employer-sponsored retirement plan.
Kellen Lipscomb is a Financial Consultant at TIAA (tiaa.org), a Fortune 100 financial services organization and leading provider of asset management and retirement services for the academic, research, medical and cultural fields.
In his role as a Financial Consultant at TIAA, Kellen is focused on helping participants plan for their financial well-being and retirement readiness. He meets with employees one-on-one and provides personalized counseling, education, and advice, including specific asset allocation and fund selection recommendations using an advice methodology from an independent third-party based on the plan?s investment options.
Kellen began his financial services career in 2017 and has been with TIAA since 2019. He serves our institutional clients in the state of NC from the local Charlotte TIAA office.
Kellen holds a Bachelor of Business Administration in Finance from North Carolina Central University. He holds FINRA Series 7 and 63 registrations while maintaining life insurance licenses from the state of NC.