One-on-one meetings are complimentary! Research investment professionals with FINRA's BrokerCheck.
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Eastern Time |
That's why we are here to help. Meeting with Fidelity one-on-one can help you feel better about your finances. Whether you're curious about short-term financial needs, or want to get a handle on your retirement goals, we're here to help answer questions like:
-How do I create a budget that works for me?
-How can I save for tomorrow when I'm dealing with today?
-Am I on track to retire when I want to?
We are here to help you over the phone or through video conference.
Our Workplace Financial Consultants are licensed financial professionals who can help you plan for every stage of your life.
John Halley, a Fidelity Workplace Financial Consultant, has more than 12 years with the company. He was previously a retirement relationship manager for Fidelity's Personal and Workplace Investing Group. Mr. Halley promotes financial wellness for plan participants through one-on-one planning and educational events. A CERTIFIED FINANCIAL PLANNERTM certificant, investment advisor representative, and registered securities representative, John holds a bachelor's degree in business administration (with a minor in economics) from the University of Arkansas and a master's degree in business administration from Duke 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.
Lucas Bourne, a Fidelity Workplace Financial Consultant, has more than 14 years with the company. He was previously a workplace planning & advice consultant II for Fidelity's Personal Investing Regional Centers. Mr. Bourne 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, Lucas holds an associate's degree in arts from Wake Technical Community 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.