One-on-one meetings are complimentary! Research investment professionals with FINRA's BrokerCheck.
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You can meet with a Fidelity Workplace Financial Consultant in-person, virtually via Zoom video conference, or over the phone.
A consultation with a Fidelity Workplace Financial Consultant provides you:
To help make sure you are on track with your savings goals - and to help your Workplace Financial Consultant better understand your unique situation - Fidelity recommends you bring the following to your appointment:
Our Workplace Financial Consultants are licensed financial professionals who can help you plan for every stage of your life. Meet the University's Fidelity Workplace Financial Consultants:
Andy Marsh joined Fidelity as a Workplace Financial Consultant in 2010. Mr. Marsh 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 Chartered Retirement Planning CounselorSM, investment advisor representative, and registered securities representative, Andy holds a bachelor's degree in business administration and economics from Milligan College.
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.
Scott Noelcke, a Fidelity Workplace Financial Consultant, has more than 27 years with the company. He was previously an account executive for Fidelity's Retirement Services Group. Mr. Noelcke 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, Scott holds a bachelor's degree in economics from Xavier 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.
Seth Yanik, a Fidelity Workplace Financial Consultant, has more than 21 years with the company. He was previously an account executive at Fidelity?s Chicago, Illinois, Investor Center. Mr. Yanik 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, Seth holds a bachelor's degree in finance and general business from Miami University of Ohio.
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.
