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.
Liz Blasingame, a Fidelity Workplace Financial Consultant, has more than 14 years with the company. She was previously a senior relationship manager for Fidelity's Private Wealth Management Group. Ms. Blasingame provides onsite education 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, Liz holds a bachelor's degree in psychology (with a minor in general business) from Santa Clara 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.
Robert Melvin, a Fidelity Workplace Financial Consultant, has more than eight years with the company. He was previously an investment solutions associate for Fidelity Institutional. Mr. Melvin 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, Robert holds a bachelor's degree in finance from The Ohio State University and a master's in business administration from Xavier 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.
Dan Kline, a Fidelity Workplace Financial Consultant, has more than 16 years with the company. He was previously a retirement solutions representative for Fidelity's Personal Investing Group. Mr. Kline provides onsite education 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, Dan holds bachelor's degrees in psychology and sociology from Miami University (OH).
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.
No time to meet with a financial professional on campus?
Fidelity has more than 200 Investor Centers across the country. Our experienced advisors can help you meet all your financial goals. We provide the financial planning, advice and education resources that investors and emerging investors need, including retirement planning, wealth management, brokerage service, college savings and more. Click the following link, and type in your zip code to find an Investor Center near you!
http://www.fidelity.com/branchlocator/index.shtml
Investor Center products and services are offered beyond your employer-sponsored retirement plan.
