Schedule a Meeting - The University of Notre Dame

Fidelity is here for you! Please see important information below.

Pick a Date and Time:

Available times on

Fidelity is here for you! Please see important information below.

IMPORTANT: Meetings are Now Held by Phone

We're here to help during these challenging times. To reduce the risk of exposure to coronavirus COVID-19, all one-on-one appointments are currently taking place by telephone with the option of Zoom video conference.

Schedule a phone appointment

Advantages of a Consultation

A consultation with a Fidelity Retirement Planner provides you:

Help with maximizing your retirement savings and other financial goals.
Planning from an experienced investment professional - at no additional cost.

Preparing for Your Meeting With Fidelity

To help make sure you are on track with your savings goals - and to help your Retirement Planner better understand your unique situation - Fidelity recommends you bring the following to your phone appointment:

W-2 Form (or other compensation document)
Investment statements from other accounts
Beneficiary information
Anyone involved in your financial planning (spouse, friend, financial advisor, etc.)

Who You Will Meet

Our Retirement Planners are licensed financial professionals who can help you plan for every stage of your life. Meet the University's Fidelity Retirement Planners:

Andy Marsh

Andy Marsh joined Fidelity as a retirement planner in 2010. A Chartered Retirement Planning Counselor^SM, investment advisor representative, and registered securities representative, Andy holds a bachelor's degree in business administration and economics from Milligan College.