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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 Consultant are licensed financial professionals who can help you plan for every stage of your life.
Caleb Winslow, a Fidelity Workplace Financial Consultant, has more than six years with the company. He was previously a retirement planner for Fidelity's Personal and Workplace Investing Group. Mr. Winslow promotes financial wellness for plan participants through one-on-one planning and educational events. He is an investment advisor representative, registered securities representative. and licensed insurance representative.
Investment advisor representatives are licensed with Fidelity Personal and Workplace Advisors LLC (FPWA), a registered investment adviser, and registered with Fidelity Brokerage Services LLC (FBS), a registered broker-dealer. Whether a Fidelity representative provides advisory services through FPWA for a fee or brokerage services through FBS will depend on the products and services you choose.
John Wells, a Fidelity Workplace Financial Consultant, has more than 25 years with the company. He was previously an account executive at Fidelity's Southlake, Texas, Investor Center. Mr. Wells promotes financial wellness for plan participants through one-on-one planning and educational events. A CERTIFIED FINANCIAL PLANNERTM certificant, investment advisor representative, and registered securities representative, John holds a bachelor's degree in political science from the University of North Texas.
Investment advisor representatives are licensed with Fidelity Personal and Workplace Advisors LLC (FPWA), a registered investment adviser, and registered with Fidelity Brokerage Services LLC (FBS), a registered broker-dealer. Whether a Fidelity representative provides advisory services through FPWA for a fee or brokerage services through FBS will depend on the products and services you choose.
