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Our Retirement Planners are licensed financial professionals who can help you plan for every stage of your life.
Trinnell Taylor, a Fidelity retirement planner, has more than 14 years with the company. She was previously a financial consultant for Fidelity's Personal Investing Group. An investment advisor representative and registered securities representative, Trinnell holds a bachelor's degree in business marketing from Louisiana State University.
Elizabeth Trevino, a Fidelity retirement planner, has more than six years with the company. She was previously a high net worth associate for Fidelity's Personal Investing Regional Centers. A Chartered Retirement Planning CounselorSM, investment advisor representative, and registered securities representative, Elizabeth holds a bachelor of business administration in finance from The University of Texas.
