One-on-one meetings are complimentary! Research investment professionals with FINRA's BrokerCheck.
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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.
Anthony Lyle, a Fidelity Workplace Financial Consultant, has more than five years with the company. A Chartered Retirement Planning CounselorSM 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 Workplace Financial Consultant, 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.