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Our Retirement Planners are licensed financial professionals who can help you plan for every stage of your life.
Jeff Givens joined Fidelity as a retirement planner in 2013. A CERTIFIED FINANCIAL PLANNER TM certificant, investment advisor representative, registered securities representative, and licensed insurance representative, Jeff holds a bachelor's degree in environmental geography from Austin Peay State University and a master's of business administration with a concentration in finance from Tennessee Technological University.
Garrett Tolley, a Fidelity retirement planner, has more than four years with the company. He was previously a financial representative for Fidelity's Plano, TX Investor Center. An investment advisor representative and registered securities representative, Garrett holds a bachelor's degree in business administration in finance from Baylor University.