Meet with a Fidelity Representative

Meet in-person for a consultation to discuss and plan for your needs - right at work. It's free. If you do not see your workplace location listed below, please call 877-895-5986 to speak with a Fidelity representative.

Research investment professionals with FINRA's BrokerCheck.

Select a Location

Browns Ferry

Bull Run

Chattanooga

Cumberland

Gallatin Fossil Plant

Guntersville Dam

Knoxville

Muscle Shoals

Sequoyah

Shawnee

Pick a Date and Time:

Available times on

Appointments are currently not available for the selected location. Please try again later or call 800-642-7131 to schedule your one-on-one meeting.

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 of business administration in finance from Tennessee Technological University.

Brett Anderson

Brett Anderson, a Fidelity retirement planner, has more than four years with the company. He was previously an investments representative for Fidelity's Personal Investing Group. A CERTIFIED FINANCIAL PLANNER^TM certificant, investment advisor representative, and registered securities representative, Brett holds a bachelor's degree in business administration and a master's degree in applied economics from Georgia Southern University.