Research investment professionals with FINRA's BrokerCheck.
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.
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.