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.
Schedule a meeting with Fidelity
Our Workplace Financial Consultants are licensed financial professionals who can help you plan for every stage of your life.
Dan Shea, a Fidelity Workplace Financial Consultant, has more than 17 years with the company. He was previously a private client specialist with Fidelity's Congress Street Investor Center. Mr. Shea promotes financial wellness for plan participants through one-on-one planning and educational events. A CERTIFIED FINANCIAL PLANNERTM certificant, investment advisor representative, registered securities representative, and licensed insurance representative, Dan holds a bachelor's degree from Barry University.
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.
Matthew Greeke, a Fidelity Workplace Financial Consultant, has more than ten years with the company. He was previously a financial representative for Fidelity's Cambridge Investor Center. Mr. Greeke promotes financial wellness for plan participants through one-on-one planning and educational events. A CERTIFIED FINANCIAL PLANNERTM certificant, investment advisor representative, registered securities representative, and licensed insurance representative, Matthew holds a bachelor's degree in business from Saint Anselm College.
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.
No time to meet with a financial professional on campus?
Fidelity has more than 200 Investor Centers across the country. Our experienced advisors can help you meet all your financial goals. We provide the financial planning, advice and education resources that investors and emerging investors need, including retirement planning, wealth management, brokerage service, college savings and more. Click the following link, and type in your zip code to find an Investor Center near you!
http://www.fidelity.com/branchlocator/index.shtml
Investor Center products and services are offered beyond your employer-sponsored retirement plan.
Thomas Garcia-Meitin is a Financial Consultant at TIAA. Thomas began his financial services career in 2019 when he joined TIAA. He serves TIAA's institutional clients in the New England States from the local Cambridge, Massachusetts TIAA office. Thomas meets with employees one-on-one and provides personalized counseling, education and advice, including specific asset allocation and fund selection recommendations using an advice methodology from an independent third-party based on the plan's investment options. Thomas holds a Bachelor of Science in Business Administration degree in Finance from Elon University. He holds FINRA Series 7 and 66 registrations while maintaining Life, Health and Variable Annuity licenses from the States of Massachusetts, New York, Connecticut Virginia, Maryland, Rhode Island, New Hampshire, Vermont and Maine.
Verna Dottin-Maitland is a Financial Consultant at TIAA. Verna began her financial services career in 1987 and has been with TIAA since 2021. She serves TIAA's institutional clients in the Northeast Region. Verna is focused on helping participants plan for their financial well-being and retirement readiness. She meets with employees one-on-one and provides personalized counseling, education and advice, including specific asset allocation and fund selection recommendations based on the plan's investment options. Verna holds a Bachelor of Arts degree in Communications from The College of New Rochelle. She holds FINRA Series 6, 7, 63, and 66 registrations while maintaining Life, Health and Variable Annuity licenses for 7 states in the Region she serves.
Click here to schedule an appointment with a TIAA consultant at your workplace.
