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.
That's why we're here to help . Meeting with Fidelity one-on-one can help you feel better about your finances. Whether you're dealing with short-term financial needs, or want to get a handle on your retirement, we're here to help answer questions like:
Fidelity will pair you with a representative who can help you now and at every stage of your life:
Brandon Hall, a Fidelity director, retirement planner, has more than 19 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 (with a minor in finance) from George Mason University in Fairfax, Virginia.
Brock Goodwin, a Fidelity retirement planner, has more than eight 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.