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.
We are experienced in helping people plan for their financial futures. We can help with basic budgeting to complex financial situations.
Our Retirement Planners are licensed financial professionals who can help you plan for every stage of your life.
Joe Casey, a Fidelity director, retirement planner, has more than 11 years with the company. He was previously a relationship manager for Fidelity's Institutional Brokerage Group®. A Chartered Retirement Planning Counselor SM, investment advisor representative, and registered securities representative, Joe holds a bachelor's degree in business from Northeastern University.
Adam Gourley, a Fidelity retirement planner, has more than 11 years with the company. He was previously a financial associate for Fidelity's Workplace Solutions. A Chartered Retirement Planning CounselorSM, investment advisor representative and registered securities representative, Adam holds a bachelor's degree in environmental and resource economics (with a minor in business administration) from the University of New Hampshire.
Jon Tudor, a Fidelity wealth planning consultant, has more than 14 years with the company. He was previously a relationship officer for Fidelity's Stock Plan Services. 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, MA and a masters of science degree in financial planning from Bentley University.