One-on-one meetings are complimentary! Research investment professionals with FINRA's BrokerCheck.
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Eastern 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.
John Schultz, a Fidelity Workplace Financial Consultant, has more than nine years with the company. He was previously a retirement planner for Fidelity's Tax Exempt Market Group. Mr. Schultz promotes financial wellness for plan participants through one-on-one planning and educational events. A Chartered Retirement Planning CounselorSM, investment advisor representative, registered securities representative, and licensed insurance representative, John holds a bachelor's degree in speech communications from East Texas Baptist University and a master's degree of theology in Christian ethics from Southwestern Baptist Theological Seminary.
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.
Eden Schwallier, a Fidelity Workplace Financial Consultant, has more than one year with the company and nine years in the financial industry. She was previously a director, retirement planner for Fidelity's Tax-Exempt Market. Eden promotes financial wellness for plan participants through one-on-one planning and educational events. A Charted Retirement Planning CounselorSM, investment advisor representative, registered securities representative, and licensed insurance representative, Eden holds a bachelor's degree in finance from Georgia 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.
Isaiah Simpson, a Fidelity Workplace Financial Consultant, has more than nine years with the company. He was previously a phone retirement planner for Fidelity's Tax Exempt Market. Mr. Simpson promotes financial wellness for plan participants through one-on-one planning and educational events. An investment advisor representative and registered securities representative, Isaiah holds a bachelor's degree in business management from the University of Maine.
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.