Our Ask Fidelity Team

As America's Retirement LeaderSM, we help thousands of customers with their retirement plans every day.* Ken Hevert and Sarah Walsh lead our Ask Fidelity Retirement Team, helping you to put Fidelity's expertise to work for you.

Ken Hevert

ken-hevertSenior Vice President, Retirement, Retirement Income and College Products

Experience

  • Ken has spent the last 25 years helping investors with retirement and investment strategies through education and product development.
  • At Fidelity, he is focused on retirement income planning, annuities, IRAs, and overall retirement investing.
  • Ken can help with annuities, IRAs, and small-business retirement plans.
  • Ken is a Registered Securities Representative and Securities Sales Supervisor.
  • He is frequently quoted in USA Today, Forbes, Dow Jones, Reuters, SmartMoney, Kiplinger's, and CNNMoney.

Education

  • Babson College, Executive Development Program
    MARKETING
  • University of Rhode Island
    B.A., ECONOMICS

Sarah Walsh

sarah-walshVICE PRESIDENT, RETIREMENT SOLUTIONS

Experience

  • Sarah has spent more than a decade helping investors understand their options for retirement savings.
  • At Fidelity, her work is focused on retirement account portability rules, IRAs, and 401(k)s.
  • Sarah can help with changing jobs and retirement life events, options for an old 401(k), how to move money into an IRA, and retirement plan withdrawals.
  • Sarah is a Registered Securities Representative and General Securities Principal.
  • She has been quoted in USA Today, Ladies Home Journal, CNBC.com, and Reuters.

Education

  • University of North Carolina at Chapel Hill, Kenan-Flagler Business School
    MBA, MARKETING
  • Colby College
    B.A., ECONOMICS

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