Meet in-person for a consultation to discuss and plan for your needs - right at work.
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An in-person consultation with a Fidelity Retirement Planner provides you:
Fidelity will pair you with a representative who can help you now and at every stage of your life:
Andrea Leota joined Fidelity as a retirement planner in 2013. A CERTIFIED FINANCIAL PLANNERTM certificant, investment advisor representative, registered securities representative, and licensed insurance representative, Andrea holds a bachelor's degree in international business from the University of Georgia.
John Schultz, a Fidelity director, retirement planner, has more than five years with the company. He was previously a retirement planner for Fidelity's Tax Exempt Market Group. A Chartered Retirement Planning Counselor SM, investment advisor representative, registered securities representative, and licensed insurance representative, John holds a bachelor's degree in speech communications from East Texas Baptist University and a master's degree of theology in Christian ethics from Southwestern Baptist Theological Seminary.
Isaiah Simpson, a Fidelity retirement planner, has more than two years with the company. He was previously a workplace planning and guidance consultant for Fidelity's Workplace Investing Group. An investment advisor representative and registered securities representative, Isaiah holds a bachelor's degree in business management (with a minor in sociology) from the University of Maine.