Meet with a Fidelity Representative

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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Chattanooga

Kingston

Knoxville

Nashville

Sequoyah

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Advantages of an In-Person Consultation

An in-person consultation with a Fidelity Retirement Planner provides you:

Help with maximizing your retirement savings and other financial goals.
Face-to-face planning from a seasoned investment professional - at no additional cost.
A convenient time and location to meet - right at work.

Who You Will Meet

Fidelity will pair you with a representative who can help you now and at every stage of your life:

Jeff Givens

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 degree in finance from Tennessee Technological University.

Steve Graham

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.