One-on-one meetings are complimentary! Research investment professionals with FINRA's BrokerCheck.
Available times on | |
|---|---|
| Central Time |
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.
Susan Screeton, a Fidelity Workplace Financial Consultant, has more than nine years with the company. Ms. Screeton promotes financial wellness for plan participants through one-on-one planning and educational events. An investment advisor representative, registered securities representative and licensed insurance representative, Susan holds a bachelor's degree in business administration from University of Arkansas Little Rock.
Investment advisor representatives are licensed with Fidelity Personal and Workplace Advisors LLC (FPWA), a registered investment adviser, and registered with Fidelity Brokerage Services LLC (FBS), a registered broker-dealer. Whether a Fidelity representative provides advisory services through FPWA for a fee or brokerage services through FBS will depend on the products and services you choose.
Ben Wright, a Fidelity Workplace Financial Consultant, has more than 13 years with the company. He was previously a financial consultant at Fidelity's Reno, Nevada, Investor Center. Mr. Wright promotes financial wellness for plan participants through one-on-one planning and educational events. A CERTIFIED FINANCIAL PLANNERTM certificant, investment advisor representative, registered securities representative, and licensed insurance representative, Ben holds a bachelor's degree in human resources management from Utah State University and a master's degree in financial planning from Texas Tech University.
Investment advisor representatives are licensed with Fidelity Personal and Workplace Advisors LLC (FPWA), a registered investment adviser, and registered with Fidelity Brokerage Services LLC (FBS), a registered broker-dealer. Whether a Fidelity representative provides advisory services through FPWA for a fee or brokerage services through FBS will depend on the products and services you choose.
