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.
Cleo Morgan, a Fidelity Workplace Financial Consultant, has more than 14 years with the company. She was previously a guidance support specialist for Fidelity's Workplace Participant Services Group. Ms. Morgan provides onsite educational workshops and individual consultations for Fidelity 403(b) clients and their employees to help them understand their retirement and investment needs. A Chartered Retirement Planning CounselorSM, an investment advisor representative, registered securities representative, and licensed insurance representative, Cleo holds a bachelor's degree in business management from Western Governors 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.
Jared McVey, a Fidelity Workplace Financial Consultant, has more than 14 years with the company. He was previously an investments representative at Fidelity's Bethesda, Maryland, Investor Center. Mr. McVey provides onsite educational workshops and individual consultations for Fidelity 403(b) clients and their employees to help them understand their retirement and investment needs. A Chartered Retirement Planning Counselor SM, investment advisor representative, registered securities representative, and licensed insurance representative, Jared holds a bachelor's degree in sociology from Appalachian State 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.
Michael Kitto, a Fidelity Workplace Financial Consultant, has more than 10 years with the company. He was previously a central relationship manager for Fidelity's Personal Investing Unit. Mr. Kitto provides onsite educational workshops and individual consultations for Fidelity 403(b) clients and their employees to help them understand their retirement and investment needs. A Chartered Retirement Planning CounselorSM , investment advisor representative, licensed insurance representative, and a registered securities representative, Michael holds a bachelor's degree in business management from Utah Valley 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.
