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We're here to help during these challenging times. To reduce the risk of exposure to coronavirus COVID-19, all one-on-one appointments are currently taking place by telephone with the option of Zoom video conference.
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.
