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We are experienced in helping people plan for their financial futures. We can help with basic budgeting to complex financial situations.
Our Retirement Planners are licensed financial professionals who can help you plan for every stage of your life.
Caleb Winslow, a Fidelity retirement planner has more than five years with the company. He was previously a retirement planner for Fidelity's Personal and Workplace Investing Group. Caleb is an investment advisor representative and registered securities representative.
John Wells, a Fidelity director, retirement planner, has more than 23 years with the company. He was previously an account executive at Fidelity's Southlake, Texas, Investor Center. A CERTIFIED FINANCIAL PLANNETM certificant, investment advisor representative, and registered securities representative, John holds a bachelor's degree in political science from the University of North Texas.
