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Virginia Commonwealth University
Fidelity Investments® Workplace Savings
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Contact Us

Meet with a Fidelity Representative

Meet in-person for a consultation to discuss and plan for your needs - right at work. It's free.

Research investment professionals with FINRA's BrokerCheck.

Select a Location

MCV Campus
Monroe Park Campus

Pick a Date and Time:

 


Available times on

Eastern Time
Appointments are currently not available for the selected location. Please try again later or call 800-642-7131 to schedule your one-on-one meeting.

Advantages of an In-Person Consultation

An in-person consultation with a Fidelity Retirement Planner provides you:

  • Help with maximizing your retirement savings and other financial goals.
  • Face-to-face planning from a seasoned investment professional - at no cost.
  • A convenient time and location to meet - right at work.

Who You Will Meet

Fidelity will pair you with a representative who can help you now and at every stage of your life:

Bill Giesen

Bill Giesen, a Fidelity director, retirement planner, has more than 18 years with the company. He was previously a retirement services manager for Fidelity's Tax-Exempt Market Group. A Chartered Retirement Planning Counselor SM, investment advisor representative, registered securities representative, and licensed insurance representative, Bill holds a bachelor's degree in economics and marketing from Boston's College Wallace E. Carroll School of Management.

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