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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 four years with the company. He was previously a retirement planner for Fidelity's Personal and Workplace Investing Group. An investment advisor representative and registered securities representative.
John Wells, a Fidelity director, retirement planner, has more than 22 years with the company. He was previously an account executive at Fidelity's Southlake, Texas, Investor Center. 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.
