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Orlando Health
Fidelity Investments® Workplace Savings
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Meet with a Fidelity Retirement Planner

Research investment professionals with FINRA's BrokerCheck.

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

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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


Who You Will Meet

Our Retirement Planners are licensed financial professionals who can help you plan for every stage of your life.

Gene Varela

Gene Varela, a Fidelity director, retirement planner, has more than 23 years with the company. He was previously an account executive at Fidelity's Orlando, Florida, Investor Center. A Chartered Retirement Planning Counselor SM, investment advisor representative, registered securities representative, and licensed insurance representative, Gene holds a bachelor's degree in economics from the City University of New York, Brooklyn College.

JT Carpenter

JT Carpenter, a Fidelity retirement planner, has more than eight years with the company. He was previously a workplace planning consultant with Fidelity's Workplace Planning and Advice group. A CERTIFIED FINANCIAL PLANNERTM certificant, investment advisor representative, and registered securities representative, JT holds a bachelor's degree in psychology from the University of South Carolina.

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