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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:
Russell Jeanis, a Fidelity retirement planner, has more than eight years with the company. He was previously an investments representative at Fidelity's Denver, Colorado, Investor Center. A CERTIFIED FINANCIAL PLANNERTM certificant, investment advisor resentative, registered securities representative, and licensed insurance representative, Russell holds a bachelor's degree in history and business from Texas A&M University.
Jason Walters, a Fidelity retirement planner, has more than 17 years with the company. He was previously a retirement brokerage specialist for Fidelity's Personal and Workplace Investing Group. Jason is a Chartered Retirement Planning Counselor SM, investment advisor representative, registered securities representative, and licensed insurance representative.