Meet in-person for a consultation to discuss and plan for your needs - right at work. If you do not see your location listed below, please call Fidelity at 1-800-642-7131 to schedule your appointment. When calling, it may be helpful to mention your employer as being Mass General Brigham.
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We are experienced in helping people plan for their financial futures. We can help with basic budgeting to complex financial situations.
Our Workplace Financial Consultants are licensed financial professionals who can help you plan for every stage of your life.
Michael Baker, a Fidelity Workplace Financial Consultant, has one year with the company and 12 years in the financial industry. He was previously a brokerage representative for Fidelity Personal Investments. Mr. Baker promotes financial wellness for plan participants through one-on-one planning and educational events. An investment advisor representative and registered securities representative, Michael holds a bachelor's degree in economics from Framingham 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.
Joe Casey, a Fidelity Workplace Financial Consultant, has more than 17 years with the company. Joe was previously a relationship manager in Fidelity's Institutional Brokerage Group. Mr. Casey 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, Joe holds a bachelor's degree in business administration from Northeastern 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.
Adam Gourley, a Fidelity Workplace Financial Consultant, has more than 14 years with the company. He was previously a financial associate for Fidelity's Workplace Participant Services. Mr. Gourley promotes financial wellness for plan participants through one-on-one planning and educational events. A Chartered Retirement Planning CounselorSM, investment advisor representative, and registered securities representative, Adam holds a bachelor's degree in environmental and resource economics from the University of New Hampshire.
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.
Jon Tudor, a Fidelity Workplace Financial Consultant, has more than 16 years with the company. He was previously a relationship officer Fidelity's Stock Plan Services. Mr. Tudor 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 CERTIFIED FINANCIAL PLANNERTM certificant, investment advisor representative, registered securities representative, and licensed insurance representative, Jon holds a bachelor of arts degree in communications from the University of Massachusetts- Amherst and a master's of science degree in financial planning from Bentley 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.
Shauna Lynch, a Fidelity Workplace Financial Consultant, has more than 16 years with the company. She was previously a financial consultant with Fidelity's Personal Investing group in the Burlington, MA Investor Center. Shauna 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, Shauna holds a bachelor's degree in business from Syracuse 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.