One-on-one meetings are complimentary! Research investment professionals with FINRA's BrokerCheck.
Available times on | |
|---|---|
| Eastern Time |
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.
Tameshia Butler, a Fidelity Workplace Financial Consultant, has more than 12 years with the company. She was previously a workplace planning & advice relationship manager for Fidelity's Jacksonville, Florida contact site. Ms. Butler 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, Tameshia holds a bachelor's degree in business from Florida 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.
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.
Sarah Mvula 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 her role as a Financial Consultant at TIAA, Sarah is focused on helping participants plan for their financial well-being and retirement readiness. She meets with employees one-on-one and provides personalized counseling, education and advice, including specific asset allocation and fund selection recommendations based on the plan?s investment options.
Sarah began her financial services career when she joined TIAA in 2013. Sarah holds a Bachelor of Arts degree in Economics from Minot State University holds FINRA Series 7, 63, registrations while maintaining life, Health and Variable Annuity licenses from the States of Alabama and Georgia.
Rebecca Jones, 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 her role as a Financial Consultant at TIAA, Rebecca is focused on helping participants plan for their financial well-being and retirement readiness. She meets with employees one-on-one and provides personalized counseling, education and advice, including specific asset allocation and fund selection recommendations based on the plan?s investment options.
Rebecca began her financial services career in 2007 and has been with TIAA since 2021. Rebecca holds a Bachelor of Business Administration in from Georgia State University. She holds FINRA Series 6, 63, 66, 7 registrations while maintaining Life and Variable Annuity licenses from the State of Georgia.