One-on-one meetings are complimentary! Research investment professionals with FINRA's BrokerCheck.
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 14 years with the company. He was previously an investments representative at Fidelity's Bethesda, Maryland, Investor Center. Mr. McVey provides onsite educational workshops and individual consultations for Fidelity 403(b) clients and their employees to help them understand their retirement and investment needs. A Chartered Retirement Planning Counselor SM, 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!
*Investor Center products and services are offered beyond your employer-sponsored retirement plan.
Tamara Grate is a Senior Financial Consultant with TIAA. Tamara began her financial services career in 2004 and has been with TIAA since 2005. Tamara holds a BS in Business Management from Clemson University. She holds FINRA Series 6, 7 and 63 registrations while maintaining Life, Health and Variable Annuity licenses from the State of North Carolina and throughout the southeast.
TIAA and Fidelity Investments are independent entities and are not legally affiliated.