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.
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 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, 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 a year with the company. She was previously a Director, Retirement Planner for Fidelity's Tax-Exempt Market. Eden provides on-site educational workshops and individual consultations for Fidelity 403(b) clients and their employees to help them understand their retirement and investment needs. 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 eight years with the company. He was previously a phone retirement planner for Fidelity's Tax Exempt Market. Mr. Simpson provides onsite educational workshops and individual consultations for Fidelity 403(b) clients and their employees to help them understand their retirement and investment needs. 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.
