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We're here to help during these challenging times. To reduce the risk of exposure to coronavirus COVID-19, all one-on-one appointments are currently taking place by telephone with the option of Zoom video conference.
Our Retirement Planners are licensed financial professionals who can help you plan for every stage of your life.
John Schultz, a Fidelity director, retirement planner, has more than six years with the company. He was previously a retirement planner for Fidelity's Tax Exempt Market Group. A Chartered Retirement Planning Counselor SM, 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.
Andrea Leota joined Fidelity as a retirement planner in 2013. A CERTIFIED FINANCIAL PLANNERTM certificant, investment advisor representative, registered securities representative, and licensed insurance representative, Andrea holds a bachelor's degree in international business from the University of Georgia.
Isaiah Simpson, a Fidelity retirement planner, has more than seven years with the company. He was previously a phone retirement planner for Fidelity's Tax Exempt Market. An investment advisor representative and registered securities representative, Isaiah holds a bachelor's degree in business management from the University of Maine.
