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.
Our Workplace Financial Consultants are licensed financial professionals who can help you plan for every stage of your life.
Jeff Givens, a Fidelity Workplace Financial Consultant, has more than eight years with the company. 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 of business administration with a concentration in finance from Tennessee Technological University.
Garrett Tolley, a Fidelity Workplace Financial Consultant, has more than five 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.
