Meet in-person for a consultation to discuss and plan for your needs - right at work. If the locations, dates and times offered do not match your schedule, visit the VUMC site for additional meeting opportunities.
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.
Brandon Hall, a Fidelity director, retirement planner, has more than 20 years with the company. He was previously a financial planning consultant for Fidelity's Personal and Workplace Investing Group. A Chartered Retirement Planning Counselor SM, investment advisor representative, registered securities representative, and licensed insurance representative, Brandon holds a bachelor's degree in biology from George Mason University in Fairfax, Virginia.
Brock Goodwin, a Fidelity retirement planner, has more than nine years with the company. He was previously a senior relationship manager for Fidelity's Personal Investing Group. Brock is an investment advisor representative, registered securities representative, and licensed insurance representative.