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Our Retirement Planners are licensed financial professionals who can help you plan for every stage of your life.
Anthony Lyle, a Fidelity retirement planner has more than five years with the company. A Chartered Retirement Planning Counselor(SM) he was previously a relationship manager for Fidelity's Personal Investing group. Anthony is an investment advisor representative and registered securities representative.
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.
