Meet in-person for a consultation to discuss and plan for your needs - right at work. If you do not see your workplace location listed below, please call 877-895-5986 to speak with a Fidelity representative.
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That's why we're here to help . Meeting with Fidelity one-on-one can help you feel better about your finances. Whether you're dealing with short-term financial needs, or want to get a handle on your retirement, we're here to help answer questions like:
Fidelity will pair you with a representative who can help you now and at every stage of your life:
Jeff Givens joined Fidelity as a retirement planner in 2013. A CERTIFIED FINANCIAL PLANNERTM 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 degree in finance from Tennessee Technological University.
Steve Graham, a Fidelity retirement planner, has more than eight years with the company. He was previously a relationship manager for Fidelity's Executive Services group. A Chartered Retirement Planning Counselor SM, investment advisor representative, registered securities representative, and licensed insurance representative, Steve holds a bachelor's degree in english from Morehead State University.