[ { "authorName": "Adam Powell", "authorTitle": "Regional Brokerage Consultant", "organization": "Fidelity", "logo": "", "headshot": "https://www.fidelity.com/bin-public/060_www_fidelity_com/images/branches/localpursuits/NEW-AP-Aug2.png", "shortbio": "", "longbio": "", "phoneNumber": "" , "appointmentLink": "https://digital.fidelity.com/prgw/digital/dasux/launch/meet-with?advisor=4595832&appointmentSource=DAS-RBC-BIO", "branchServed": { "focusArea": ["Alternative investments","Exchange traded products","Fidelity platform overview","Lending solutions","Options education and research","Risk management","Sector investing","Stock screening and idea generation","Trading tools and online research"], "branchs": [ { "latitude": "37.578516", "longitude":"-122.349491", "branchName": "Burlingame", "addressLine1": "1411 Chapin Avenue", "addressLine2": "", "city": "Burlingame", "state": "CA", "zip": "94010", "phone": "800-544-0220" } , { "latitude": "37.230281", "longitude":"-121.980329", "branchName": "Los Gatos", "addressLine1": "434 N. Santa Cruz Avenue", "addressLine2": "", "city": "Los Gatos", "state": "CA", "zip": "95030", "phone": "800-579-9984" } , { "latitude": "37.946908", "longitude":"-122.511859", "branchName": "Marin", "addressLine1": "601 Larkspur Landing Circle", "addressLine2": "", "city": "Larkspur", "state": "CA", "zip": "94939", "phone": "800-990-1139" } , { "latitude": "37.40083", "longitude":"-122.11261", "branchName": "Mountain View", "addressLine1": "2580 West El Camino Real", "addressLine2": "Suite 9", "city": "Mountain View", "state": "CA", "zip": "94040", "phone": "800-367-0355" } , { "latitude": "37.445375", "longitude":"-122.162124", "branchName": "Palo Alto", "addressLine1": "251 University Avenue", "addressLine2": "", "city": "Palo Alto", "state": "CA", "zip": "94301", "phone": "800-742-1566" } , { "latitude": "37.789167", "longitude":"-122.402005", "branchName": "San Francisco", "addressLine1": "8 Montgomery Street", "addressLine2": "", "city": "San Francisco", "state": "CA", "zip": "94104", "phone": "800-462-5450" } , { "latitude": "37.2947", "longitude":"-121.9329", "branchName": "San Jose", "addressLine1": "851 East Hamilton Avenue", "addressLine2": "Suite 100", "city": "Campbell", "state": "CA", "zip": "95008", "phone": "800-544-4180" } , { "latitude": "37.4157", "longitude":"-121.954368", "branchName": "North San Jose", "addressLine1": "4160 North First Street", "addressLine2": "", "city": "San Jose", "state": "CA", "zip": "95134", "phone": "800-544-2269" } , { "latitude": "37.3688", "longitude":"-122.0374", "branchName": "Sunnyvale", "addressLine1": "398 West El Camino Real", "addressLine2": "Suite 102", "city": "Sunnyvale", "state": "CA", "zip": "94087", "phone": "800-371-0613" } ], "areaServedImage": "https://www.fidelity.com/bin-public/060_www_fidelity_com/images/branches/localpursuits/MapAdamPowell-new.png" }, "biography": [ { "subheader": "How I work with clients", "text": "

As a Regional Brokerage Consultant, I work with our Financial Consultants to help self-directed investors better understand investing strategies and how to leverage Fidelity’s trading and research tools. I meet clients 1:1 to go over their personal objectives, and I also offer regional webinars on a range of topics. Working with you, our discussions may include portfolio construction, risk management, trading strategies, and security selection and analysis.

" } , { "subheader": "Experience", "text": "" } , { "subheader": "Qualifications", "text": "" } ] } , { "authorName": "Allen Helm", "authorTitle": "Regional Brokerage Consultant", "organization": "Fidelity", "logo": "", "headshot": "https://www.fidelity.com/bin-public/060_www_fidelity_com/images/trading/photo_allen.helm_1x.png", "shortbio": "", "longbio": "", "phoneNumber": "" , "appointmentLink": "https://digital.fidelity.com/prgw/digital/dasux/launch/meet-with?advisor=1778313&appointmentSource=DAS-RBC-BIO", "branchServed": { "focusArea": ["Alternative investments","Exchange traded products","Fidelity platform overview","Lending solutions","Options education and research","Risk management","Sector investing","Stock screening and idea generation","Trading tools and online research"], "branchs": [ { "latitude": "30.4009417", "longitude":"-97.7192643", "branchName": "Austin Domain", "addressLine1": "11501 Alterra Parkway", "addressLine2": "Suite 115", "city": "Austin", "state": "TX", "zip": "78758", "phone": "800-544-7815" } , { "latitude": "30.26961", "longitude":"-97.75472", "branchName": "Austin Downtown", "addressLine1": "405 N. Lamar Boulevard", "addressLine2": "", "city": "Austin", "state": "TX", "zip": "78703", "phone": "800-237-8827" } , { "latitude": "32.8654", "longitude":"-96.801799", "branchName": "Dallas", "addressLine1": "4001 Northwest Parkway", "addressLine2": "", "city": "Dallas", "state": "TX", "zip": "75225", "phone": "800-358-5204" } , { "latitude": "32.751125", "longitude":"-97.358978", "branchName": "Ft. Worth", "addressLine1": "2933 West 7th Street", "addressLine2": "", "city": "Ft. Worth", "state": "TX", "zip": "76107", "phone": "800-224-6561" } , { "latitude": "32.9029188", "longitude":"-96.9589328", "branchName": "Irving – Las Colinas", "addressLine1": "6731 N MacArthur Blvd", "addressLine2": "Suite 100", "city": "Irving", "state": "TX", "zip": "75039", "phone": "800-526-7249" } , { "latitude": "35.5372404", "longitude":"-97.5329267", "branchName": "Oklahoma City", "addressLine1": "1125 NW 63rd St", "addressLine2": "Suite A", "city": "Nichols Hills", "state": "OK", "zip": "73116", "phone": "833-655-0857" } , { "latitude": "33.078358", "longitude":"-96.8256437", "branchName": "Plano", "addressLine1": "5905 Legacy Drive", "addressLine2": "Suite A100", "city": "Plano", "state": "TX", "zip": "75024", "phone": "800-544-8645" } , { "latitude": "32.9412878", "longitude":"-97.1272653", "branchName": "Southlake", "addressLine1": "1540 East Southlake Blvd", "addressLine2": "", "city": "Southlake", "state": "TX", "zip": "76092", "phone": "800-622-0102" } , { "latitude": "36.133983", "longitude":"-95.958249", "branchName": "Tulsa", "addressLine1": "2020 South Lewis Avenue", "addressLine2": "Suite 100", "city": "Tulsa", "state": "OK", "zip": "74104", "phone": "800-544-3036" } ], "areaServedImage": "https://www.fidelity.com/bin-public/060_www_fidelity_com/images/trading/map_allen.helm_2x.png" }, "biography": [ { "subheader": "How I work with clients", "text": "

As a Regional Brokerage Consultant, I work with new and experienced investors in Texas and Oklahoma to help meet their brokerage goals and objectives. One of my core business beliefs is that everyone should have a plan and understand the “why” of their investments. It’s my goal to help you maximize Fidelity’s tools to help meet the personal goals and objectives of your portfolio.

" } , { "subheader": "Experience", "text": "" } , { "subheader": "Qualifications", "text": "" } ] } , { "authorName": "Andrew DiMarco", "authorTitle": "Regional Brokerage Consultant", "organization": "Fidelity", "logo": "", "headshot": "https://www.fidelity.com/bin-public/060_www_fidelity_com/images/branches/localpursuits/photo_andrew.dimarco_1x.png", "shortbio": "", "longbio": "", "phoneNumber": "" , "appointmentLink": "https://digital.fidelity.com/prgw/digital/dasux/launch/meet-with?advisor=4773340", "branchServed": { "focusArea": ["Alternative investments","Exchange traded products","Fidelity platform overview","Lending solutions","Options education and research","Risk management","Sector investing","Stock screening and idea generation","Trading tools and online research"], "branchs": [ { "latitude": "42.2438", "longitude":"-83.740098", "branchName": "Ann Arbor", "addressLine1": "500 East Eisenhower Parkway", "addressLine2": "Suite 100", "city": "Ann Arbor", "state": "MI", "zip": "48108", "phone": "800-624-2286" } , { "latitude": "42.5094", "longitude":"-83.3232", "branchName": "Farmington Hills", "addressLine1": "30200 Northwestern Highway", "addressLine2": "", "city": "Farmington Hills", "state": "MI", "zip": "48334", "phone": "800-343-9631" } , { "latitude": "42.9369499", "longitude":"-83.6400708", "branchName": "Grand Blanc", "addressLine1": "10811 South Saginaw Street", "addressLine2": "Suite A", "city": "Grand Blanc", "state": "MI", "zip": "48439", "phone": "800-222-5765" } , { "latitude": "42.912533", "longitude":"-85.581383", "branchName": "Grand Rapids", "addressLine1": "3480 28th Street SE", "addressLine2": "", "city": "Grand Rapids", "state": "MI", "zip": "49512", "phone": "800-221-1193" } , { "latitude": "44.861385", "longitude":"-93.328899", "branchName": "Edina", "addressLine1": "7740 France Avenue South", "addressLine2": "", "city": "Edina", "state": "MN", "zip": "55435", "phone": "800-543-2165" } , { "latitude": "44.971441", "longitude":"-93.425464", "branchName": "Minnetonka", "addressLine1": "11450 Wayzata Boulevard", "addressLine2": "", "city": "Minnetonka", "state": "MN", "zip": "55305", "phone": "800-409-6485" } , { "latitude": "42.4959983", "longitude":"-83.4872336", "branchName": "Novi", "addressLine1": "44244 W 12 Mile Rd", "addressLine2": "Suite 100", "city": "Novi", "state": "MI", "zip": "48377", "phone": "800-544-1750" } , { "latitude": "44.950811", "longitude":"-92.935896", "branchName": "Oakdale", "addressLine1": "8342 3rd Street North", "addressLine2": "", "city": "Oakdale", "state": "MN", "zip": "55128", "phone": "800-381-1892" } , { "latitude": "42.562106", "longitude":"-83.162473", "branchName": "Troy", "addressLine1": "778 W. Big Beaver Rd.", "addressLine2": "", "city": "Troy", "state": "MI", "zip": "48084", "phone": "800-682-4746" } ], "areaServedImage": "https://www.fidelity.com/bin-public/060_www_fidelity_com/images/branches/localpursuits/map_andrew.dimarco_1x.png" }, "biography": [ { "subheader": "How I work with clients", "text": "

As a Fidelity Brokerage Consultant, I help clients better understand investing strategies and how to leverage Fidelity's trading and research tools, so they can make more informed decisions. I typically meet with clients 1:1, as well as offer local seminars, sharing 24 years of experience in the financial markets as a trader and portfolio manager. Working with you, our discussions can range from learning about exchange-traded products and options, to fundamental and technical analysis, depending on your goals and objectives.

" } , { "subheader": "Experience", "text": "" } , { "subheader": "Qualifications", "text": "" } ] } , { "authorName": "Andrew Rakowski", "authorTitle": "Regional Brokerage Consultant", "organization": "Fidelity", "logo": "", "headshot": "https://www.fidelity.com/bin-public/060_www_fidelity_com/images/trading/photo_andrew.rakowski_1x.png", "shortbio": "", "longbio": "", "phoneNumber": "" , "appointmentLink": "https://digital.fidelity.com/prgw/digital/dasux/launch/meet-with?advisor=4711097&appointmentSource=DAS-RBC-BIO", "branchServed": { "focusArea": ["Alternative investments","Exchange traded products","Fidelity platform overview","Lending solutions","Options education and research","Risk management","Sector investing","Stock screening and idea generation","Trading tools and online research"], "branchs": [ { "latitude": "42.7129033", "longitude":"-73.8145556", "branchName": "Albany", "addressLine1": "59 Wolf Road", "addressLine2": "", "city": "Albany", "state": "NY", "zip": "12205", "phone": "800-482-0156" } , { "latitude": "41.143146", "longitude":"-73.254493", "branchName": "Fairfield", "addressLine1": "1261 Post Road", "addressLine2": "", "city": "Fairfield", "state": "CT", "zip": "06824", "phone": "800-227-0620" } , { "latitude": "41.029799", "longitude":"-73.628238", "branchName": "Greenwich", "addressLine1": "48 West Putnam Avenue", "addressLine2": "", "city": "Greenwich", "state": "CT", "zip": "06830", "phone": "800-833-3349" } , { "latitude": "41.309887", "longitude":"-72.922859", "branchName": "New Haven", "addressLine1": "265 Church Street", "addressLine2": "", "city": "New Haven", "state": "CT", "zip": "06510", "phone": "800-243-4549" } , { "latitude": "41.8264", "longitude":"-71.4149", "branchName": "Providence", "addressLine1": "10 Memorial Boulevard", "addressLine2": "Suite 102", "city": "Providence", "state": "RI", "zip": "02903", "phone": "800-742-1567" } , { "latitude": "43.1130917", "longitude":"-77.5513013", "branchName": "Rochester", "addressLine1": "2780 Monroe Ave", "addressLine2": "Suite 201", "city": "Rochester", "state": "NY", "zip": "14618", "phone": "800-219-7019" } , { "latitude": "41.04021801579854", "longitude":"-73.54175881637443", "branchName": "Stamford", "addressLine1": "869 Washington Blvd", "addressLine2": "", "city": "Stamford", "state": "CT", "zip": "06901", "phone": "800-882-8255" } , { "latitude": "41.759692", "longitude":"-72.742134", "branchName": "West Hartford", "addressLine1": "29 S Main St", "addressLine2": "", "city": "West Hartford", "state": "CT", "zip": "06107", "phone": "800-458-6665" } ], "areaServedImage": "https://www.fidelity.com/bin-public/060_www_fidelity_com/images/trading/map_andrew.rakowski_2x.png" }, "biography": [ { "subheader": "How I work with clients", "text": "

As a Regional Brokerage Consultant, I employ a collaborative approach with each client to ensure that I understand their unique situation and goals. Together, we leverage the award-winning Fidelity brokerage platform to help move closer to those goals. Through in-person, phone, and virtual meetings, I’ll use my experience and knowledge of the resources available to help you unlock the power of Fidelity brokerage.

" } , { "subheader": "Experience", "text": "" } , { "subheader": "Qualifications", "text": "" } ] } , { "authorName": "Bill Purvin", "authorTitle": "Regional Brokerage Consultant", "organization": "Fidelity", "logo": "", "headshot": "https://www.fidelity.com/bin-public/060_www_fidelity_com/images/branches/localpursuits/photo_bill.purvin_1x.png", "shortbio": "", "longbio": "", "phoneNumber": "" , "appointmentLink": "https://digital.fidelity.com/prgw/digital/dasux/launch/meet-with?advisor=1264596&appointmentSource=DAS-RBC-BIO", "branchServed": { "focusArea": ["Alternative investments","Exchange traded products","Fidelity platform overview","Lending solutions","Options education and research","Risk management","Sector investing","Stock screening and idea generation","Trading tools and online research"], "branchs": [ { "latitude": "40.732102", "longitude":"-73.636558", "branchName": "Garden City", "addressLine1": "1130 Franklin Avenue", "addressLine2": "", "city": "Garden City", "state": "NY", "zip": "11530", "phone": "800-233-0117" } , { "latitude": "40.866068", "longitude":"-73.126409", "branchName": "Lake Grove", "addressLine1": "142 New Moriches Road", "addressLine2": "", "city": "Lake Grove", "state": "NY", "zip": "11755", "phone": "800-544-0172" } , { "latitude": "40.7558", "longitude":"-73.9833", "branchName": "NYC Bryant Park", "addressLine1": "1120 Avenue of the Americas", "addressLine2": "", "city": "New York", "state": "NY", "zip": "10036", "phone": "800-622-0266" } , { "latitude": "40.740935", "longitude":"-73.985948", "branchName": "NYC Flatiron", "addressLine1": "330 Park Avenue South", "addressLine2": "", "city": "New York", "state": "NY", "zip": "10010", "phone": "800-544-6518" } , { "latitude": "40.76994967", "longitude":" -73.98238492", "branchName": "NYC Lincoln Center", "addressLine1": "13A West 61st Street", "addressLine2": "", "city": "New York", "state": "NY", "zip": "10023", "phone": "800-275-8354" } , { "latitude": "40.758234", "longitude":"-73.973378", "branchName": "NYC Park Avenue", "addressLine1": "350 Park Avenue", "addressLine2": "", "city": "New York", "state": "NY", "zip": "10022", "phone": "800-662-6008" } , { "latitude": "40.773148", "longitude":"-73.958296", "branchName": "NYC Upper East Side", "addressLine1": "1356 Third Avenue", "addressLine2": "Upper East Side", "city": "New York", "state": "NY", "zip": "10075", "phone": "800-237-8834" } , { "latitude": "40.777953", "longitude":"-73.981999", "branchName": "NYC Upper West Side", "addressLine1": "2070 Broadway", "addressLine2": "", "city": "New York", "state": "NY", "zip": "10023", "phone": "800-624-2990" } , { "latitude": "40.709666", "longitude":"-74.0105272", "branchName": "NYC Wall Street", "addressLine1": "165 Broadway", "addressLine2": "", "city": "New York", "state": "NY", "zip": "10006", "phone": "800-348-3030" } , { "latitude": "40.780168", "longitude":"-73.449620", "branchName": "Plainview", "addressLine1": "1551 Old Country Road", "addressLine2": "", "city": "Plainview", "state": "NY", "zip": "11803", "phone": "800-526-7252" } , { "latitude": "40.798776", "longitude":"-73.662309", "branchName": "Roslyn", "addressLine1": "1075 Northern Boulevard", "addressLine2": "", "city": "Roslyn", "state": "NY", "zip": "11576", "phone": "800-544-4266" } ], "areaServedImage": "https://www.fidelity.com/bin-public/060_www_fidelity_com/images/branches/localpursuits/MapBillPurvin.png" }, "biography": [ { "subheader": "How I work with clients", "text": "

As a Regional Brokerage Consultant, I work with self-directed investors to help them meet their financial goals. Using my skills and experience as a trader, I work with investors like you to help you make better decisions. Each meeting is a personalized process designed to help you understand investment topics.

" } , { "subheader": "Experience", "text": "" } , { "subheader": "Qualifications", "text": "" } ] } , { "authorName": "Brad Ritchie", "authorTitle": "Regional Brokerage Consultant", "organization": "Fidelity", "logo": "", "headshot": "https://www.fidelity.com/bin-public/060_www_fidelity_com/images/branches/localpursuits/photo_brad.ritchie.png", "shortbio": "", "longbio": "", "phoneNumber": "" , "appointmentLink": "https://digital.fidelity.com/prgw/digital/dasux/launch/meet-with?advisor=2152601&setter=41dc73947da9060d9e12fae427f590a3", "branchServed": { "focusArea": ["Alternative investments","Exchange traded products","Fidelity platform overview","Lending solutions","Options education and research","Risk management","Sector investing","Stock screening and idea generation","Trading tools and online research"], "branchs": [ { "latitude": "38.981251", "longitude":"-76.542375", "branchName": "Annapolis", "addressLine1": "1901 Towne Centre Boulevard", "addressLine2": "Suite 135", "city": "Annapolis", "state": "MD", "zip": "21401", "phone": "800-544-1441" } , { "latitude": "33.447636", "longitude":"-86.731113", "branchName": "Birmingham", "addressLine1": "216 Summit Boulevard", "addressLine2": "Suite 110", "city": "Birmingham", "state": "AL", "zip": "35243", "phone": "800-873-5140" } , { "latitude": "39.214725", "longitude":"-76.8654386", "branchName": "Columbia", "addressLine1": "10101 Twin Rivers Road", "addressLine2": "Suite C2-105", "city": "Columbia", "state": "MD", "zip": "21044", "phone": "888-745-1468" } , { "latitude": "42.180390", "longitude":"-70.904304", "branchName": "Hingham", "addressLine1": "50 Derby Street", "addressLine2": "Suite 100", "city": "Hingham", "state": "MA", "zip": "02043", "phone": "800-356-2854" } , { "latitude": "36.35335", "longitude":"-82.3969", "branchName": "Johnson City", "addressLine1": "3018 Peoples Street", "addressLine2": "Suite 108", "city": "Johnson City", "state": "TN", "zip": "37604", "phone": "800-225-8044" } , { "latitude": "35.898512", "longitude":"-84.167399", "branchName": "Knoxville", "addressLine1": "11513 Parkside Drive", "addressLine2": "", "city": "Knoxville", "state": "TN", "zip": "37934", "phone": "800-544-2004" } , { "latitude": "38.2531047", "longitude":"-85.5827741", "branchName": "Louisville", "addressLine1": "500 North Hurstbourne", "addressLine2": "Suite 450", "city": "Louisville", "state": "KY", "zip": "40222", "phone": "800-544-1577" } , { "latitude": "35.095775", "longitude":"-89.808178", "branchName": "Memphis", "addressLine1": "7628 West Farmington Boulevard", "addressLine2": "", "city": "Germantown", "state": "TN", "zip": "38138", "phone": "800-452-9936" } , { "latitude": "42.711965", "longitude":"-71.442332", "branchName": "Nashua", "addressLine1": "225 Daniel Webster Highway", "addressLine2": "", "city": "Nashua", "state": "NH", "zip": "03060", "phone": "800-225-6452" } , { "latitude": "43.6569", "longitude":"-70.2555", "branchName": "Portland", "addressLine1": "3 Canal Plaza", "addressLine2": "", "city": "Portland", "state": "ME", "zip": "04101", "phone": "800-521-3018" } , { "latitude": "43.0776389", "longitude":"-70.762054", "branchName": "Portsmouth", "addressLine1": "54 Maplewood Avenue", "addressLine2": "", "city": "Portsmouth", "state": "NH", "zip": "03801", "phone": "833-613-2167" } , { "latitude": "42.276979", "longitude":"-71.714413", "branchName": "Shrewsbury", "addressLine1": "551 Boston Turnpike", "addressLine2": "Suite 40", "city": "Shrewsbury", "state": "MA", "zip": "01545", "phone": "800-521-3026" } , { "latitude": "41.691225", "longitude":"-86.234843", "branchName": "South Bend", "addressLine1": "1234 N Eddy Street", "addressLine2": "Suite 124", "city": "South Bend", "state": "IN", "zip": "46617", "phone": "800-544-5702" } , { "latitude": "27.6536298", "longitude":"-80.3606755", "branchName": "Vero Beach", "addressLine1": "821 Beachland Blvd", "addressLine2": "", "city": "Vero Beach", "state": "FL", "zip": "32963", "phone": "800-396-9786" } , { "latitude": "34.763594022606", "longitude":"-92.45385121676159", "branchName": "Little Rock", "addressLine1": "17400 Chenal Parkway", "addressLine2": "Suite 130", "city": "Little Rock", "state": "AR", "zip": "72223", "phone": "844-773-1552" } ], "areaServedImage": "https://www.fidelity.com/bin-public/060_www_fidelity_com/images/branches/localpursuits/map_brad.ritchie.png" }, "biography": [ { "subheader": "How I work with clients", "text": "

As a Regional Brokerage Consultant, I collaborate with clients to help them meet their investment and trading goals. Together we leverage my experience and Fidelity’s brokerage resources and tools to help you make more informed investment decisions.

" } , { "subheader": "Experience", "text": "" } , { "subheader": "Qualifications", "text": "" } ] } , { "authorName": "Chase Covington", "authorTitle": "Regional Brokerage Consultant", "organization": "Fidelity", "logo": "", "headshot": "https://www.fidelity.com/bin-public/060_www_fidelity_com/images/branches/localpursuits/chase-covington.png", "shortbio": "", "longbio": "", "phoneNumber": "" , "appointmentLink": "https://digital.fidelity.com/prgw/digital/dasux/launch/meet-with?advisor=5273044&appointmentSource=DAS-RBC-BIO", "branchServed": { "focusArea": ["Alternative investments","Exchange traded products","Fidelity platform overview","Lending solutions","Options education and research","Risk management","Sector investing","Stock screening and idea generation","Trading tools and online research"], "branchs": [ { "latitude": "28.02729", "longitude":"-82.738075", "branchName": "Clearwater", "addressLine1": "28100 US Highway 19 N", "addressLine2": "Suite 100", "city": "Clearwater", "state": "FL", "zip": "33761", "phone": "800-544-2769" } , { "latitude": "30.2562", "longitude":"-81.5297", "branchName": "Jacksonville", "addressLine1": "4671 Town Center Parkway", "addressLine2": "", "city": "Jacksonville", "state": "FL", "zip": "32246", "phone": "800-873-4819" } , { "latitude": "26.210236", "longitude":"-81.799707", "branchName": "Naples", "addressLine1": "5200 Tamiami Trail North", "addressLine2": "Suite 103", "city": "Naples", "state": "FL", "zip": "34103", "phone": "800-544-6761" } , { "latitude": "28.6623", "longitude":"-81.3866", "branchName": "Orlando", "addressLine1": "175 East Altamonte Drive", "addressLine2": "Suite 1000", "city": "Altamonte Springs", "state": "FL", "zip": "32701", "phone": "800-451-7690" } , { "latitude": "27.38608", "longitude":"-82.456481", "branchName": "Sarasota", "addressLine1": "201 N Cattlemen Road", "addressLine2": "", "city": "Sarasota", "state": "FL", "zip": "34243", "phone": "800-237-8826" } , { "latitude": "27.96695", "longitude":"-82.55058", "branchName": "Tampa", "addressLine1": "3000 Bayport Drive", "addressLine2": "Suite 800", "city": "Tampa", "state": "FL", "zip": "33607", "phone": "800-248-2710" } , { "latitude": "28.908244", "longitude":"-81.972927", "branchName": "The Villages", "addressLine1": "1057 Lake Sumter Landing", "addressLine2": "", "city": "The Villages", "state": "FL", "zip": "32162", "phone": "800-682-4749" } , { "latitude": "32.17783", "longitude":"-80.7277", "branchName": "Hilton Head", "addressLine1": "807 William Hilton Parkway", "addressLine2": "Suite 1301A", "city": "Hilton Head Island", "state": "SC", "zip": "29928", "phone": "800-544-8672" } , { "latitude": "32.800408", "longitude":"-79.904546", "branchName": "Charleston", "addressLine1": "75 Port City Landing", "addressLine2": "Suite 410", "city": "Mount Pleasant", "state": "SC", "zip": "29464", "phone": "833-996-2280" } , { "latitude": "34.8478", "longitude":"-82.40034", "branchName": "Greenville", "addressLine1": "210 South Main Street", "addressLine2": "", "city": "Greenville", "state": "SC", "zip": "29601", "phone": "800-223-7729" } ], "areaServedImage": "https://www.fidelity.com/bin-public/060_www_fidelity_com/images/branches/localpursuits/Map-ChaseCovington.png" }, "biography": [ { "subheader": "How I work with clients", "text": "

As a regional brokerage consultant, I partner with our financial consultants to help self-directed clients optimize the Fidelity brokerage tools and services that best align with their unique needs. I meet clients 1-on-1 to go over their personal objectives, and I also offer regional webinars on a range of topics. Working with you, our discussions may include portfolio construction, risk management, trading strategies, and security selection and analysis.

" } , { "subheader": "Experience", "text": "" } , { "subheader": "Qualifications", "text": "" } ] } , { "authorName": "Chris Guptill", "authorTitle": "Fixed Income Regional Brokerage Consultant", "organization": "Fidelity", "logo": "", "headshot": "https://www.fidelity.com/bin-public/060_www_fidelity_com/images/branches/localpursuits/Chris-Guptill-photo.png", "shortbio": "", "longbio": "", "phoneNumber": "" , "appointmentLink": "https://digital.fidelity.com/ftgw/digital/dasux/launch/meet-with?setter=2d0caf09362e37386cc9f10295a0537b&advisor=6672253", "branchServed": { "focusArea": ["Bond portfolio analysis","Fidelity platform overview","Fixed income (individual bonds and funds)","Fixed income education","Fixed income market discussions","Fixed income strategies","Interest rate and duration discussions"], "branchs": [ { "latitude": "33.854473", "longitude":"-84.3611099", "branchName": "Atlanta Buckhead", "addressLine1": "3630 Peachtree Road NE", "addressLine2": "Suite 100", "city": "Atlanta", "state": "GA", "zip": "30326", "phone": "800-543-2158" } , { "latitude": "34.0672735", "longitude":"-84.2780494", "branchName": "Alpharetta", "addressLine1": "11800 Amber Park Drive", "addressLine2": "Suite 140", "city": "Alpharetta", "state": "GA", "zip": "30009", "phone": "800-544-7472" } , { "latitude": "33.924926", "longitude":"-84.336461", "branchName": "Atlanta Dunwoody", "addressLine1": "4505 Ashford Dunwoody Road NE ", "addressLine2": "Suite 4", "city": "Atlanta", "state": "GA", "zip": "30346", "phone": "800-526-7169" } , { "latitude": "39.997936", "longitude":"-86.129408", "branchName": "Carmel", "addressLine1": "14405 Clay Terrace Boulevard", "addressLine2": "Suite 150", "city": "Carmel", "state": "IN", "zip": "46032", "phone": "844-773-1557" } , { "latitude": "41.691225", "longitude":"-86.234843", "branchName": "South Bend", "addressLine1": "1234 N Eddy Street", "addressLine2": "Suite 124", "city": "South Bend", "state": "IN", "zip": "46617", "phone": "800-544-5702" } , { "latitude": "38.2531047", "longitude":"-85.5827741", "branchName": "Louisville", "addressLine1": "500 North Hurstbourne", "addressLine2": "Suite 450", "city": "Louisville", "state": "KY", "zip": "40222", "phone": "800-544-1577" } , { "latitude": "39.910531", "longitude":"-86.113554", "branchName": "Indianapolis", "addressLine1": "8480 Keystone Crossing", "addressLine2": "", "city": "Indianapolis", "state": "IN", "zip": "46240", "phone": "800-343-2575" } , { "latitude": "37.9938579", "longitude":"-84.5234022", "branchName": "Lexington", "addressLine1": "161 Lexington Green Circle", "addressLine2": "Suite 195", "city": "Lexington", "state": "KY", "zip": "40503", "phone": " 859-469-7304" } , { "latitude": "34.8478", "longitude":"-82.40034", "branchName": "Greenville", "addressLine1": "210 South Main Street", "addressLine2": "", "city": "Greenville", "state": "SC", "zip": "29601", "phone": "800-223-7729" } , { "latitude": "40.351402", "longitude":"-80.051437", "branchName": "Pittsburgh South Hills", "addressLine1": "1680 Washington Road", "addressLine2": "Suite H", "city": "Pittsburgh", "state": "PA", "zip": "15241", "phone": "800-476-4721" } , { "latitude": "41.463699", "longitude":"-81.951065", "branchName": "Cleveland West", "addressLine1": "1800 Crocker Road", "addressLine2": "", "city": "Westlake", "state": "OH", "zip": "44145", "phone": "800-418-6591" } , { "latitude": "39.694509", "longitude":"-84.100264", "branchName": "Dayton", "addressLine1": "4389 Walnut Street", "addressLine2": "", "city": "Beavercreek", "state": "OH", "zip": "45440", "phone": "800-544-1585" } , { "latitude": "40.686599", "longitude":"-80.090596", "branchName": "Pittsburgh", "addressLine1": "2060 Mackenzie Way", "addressLine2": "", "city": "Cranberry Township", "state": "PA", "zip": "16066", "phone": "800-272-7567" } , { "latitude": "41.4527887", "longitude":"-81.4908032", "branchName": "Cleveland East", "addressLine1": "200 Pinecrest Drive", "addressLine2": "", "city": "Orange Village", "state": "OH", "zip": "44122", "phone": "800-432-8359" } , { "latitude": "40.141402", "longitude":"-82.983313", "branchName": "Columbus", "addressLine1": "1324 Polaris Parkway", "addressLine2": "", "city": "Columbus", "state": "OH", "zip": "43240", "phone": "800-544-6859" } , { "latitude": "39.148367", "longitude":"-84.442575", "branchName": "Cincinnati", "addressLine1": "3805 Edwards Road", "addressLine2": "", "city": "Cincinnati", "state": "OH", "zip": "45209", "phone": "800-634-5574" } , { "latitude": "41.5277083", "longitude":"-83.6443184", "branchName": "Toledo", "addressLine1": "5101 Levis Commons Blvd", "addressLine2": "", "city": "Perrysburg", "state": "OH", "zip": "43551", "phone": "855-909-6842" } , { "latitude": "36.35335", "longitude":"-82.3969", "branchName": "Johnson City", "addressLine1": "3018 Peoples Street", "addressLine2": "Suite 108", "city": "Johnson City", "state": "TN", "zip": "37604", "phone": "800-225-8044" } , { "latitude": "33.447636", "longitude":"-86.731113", "branchName": "Birmingham", "addressLine1": "216 Summit Boulevard", "addressLine2": "Suite 110", "city": "Birmingham", "state": "AL", "zip": "35243", "phone": "800-873-5140" } , { "latitude": "35.898512", "longitude":"-84.167399", "branchName": "Knoxville", "addressLine1": "11513 Parkside Drive", "addressLine2": "", "city": "Knoxville", "state": "TN", "zip": "37934", "phone": "800-544-2004" } , { "latitude": "35.095775", "longitude":"-89.808178", "branchName": "Memphis", "addressLine1": "7628 West Farmington Boulevard", "addressLine2": "", "city": "Germantown", "state": "TN", "zip": "38138", "phone": "800-452-9936" } , { "latitude": "35.93942", "longitude":"-86.82617", "branchName": "Franklin", "addressLine1": "4031 Aspen Grove Dr Suite 490", "addressLine2": "", "city": "Franklin", "state": "TN", "zip": "37067", "phone": "800-622-9650" } , { "latitude": "34.763594022606", "longitude":"-92.45385121676159", "branchName": "Little Rock", "addressLine1": "17400 Chenal Parkway", "addressLine2": "Suite 130", "city": "Little Rock", "state": "AR", "zip": "72223", "phone": "844-773-1552" } , { "latitude": "36.1550272", "longitude":"-86.7959669", "branchName": "Nashville", "addressLine1": "1610 West End Avenue", "addressLine2": "Suite 103", "city": "Nashville", "state": "TN", "zip": "37203", "phone": "629-208-5403" } ], "areaServedImage": "https://www.fidelity.com/bin-public/060_www_fidelity_com/images/branches/localpursuits/ChrisGuptill-map.png" }, "biography": [ { "subheader": "How I work with clients", "text": "

As a Fixed Income Regional Brokerage Consultant, I work with you to deepen your understanding of the tools and resources that Fidelity offers for the construction and management of your Fixed Income portfolio. I work closely with your local Financial Consultant to integrate Fidelity’s in-depth expertise about fixed income strategies, credit markets, macroeconomics, research, and trading tools with your financial plan. Please don't hesitate to schedule time for a consultation—I look forward to helping you create the ideal strategy for achieving your goals and Fixed Income objectives.

" } , { "subheader": "Experience", "text": "" } , { "subheader": "Qualifications", "text": "" } ] } , { "authorName": "Danielle Fox", "authorTitle": "Fixed Income Regional Brokerage Consultant", "organization": "Fidelity", "logo": "", "headshot": "https://www.fidelity.com/bin-public/060_www_fidelity_com/images/branches/localpursuits/photo_danielle.fox_1x.png", "shortbio": "", "longbio": "", "phoneNumber": "" , "appointmentLink": "https://digital.fidelity.com/prgw/digital/dasux/login?advisor=3129875&appointmentSource=DAS-RBC-BIO&redirectUrl=https://digital.fidelity.com/prgw/digital/dasux/launch/meet-with", "branchServed": { "focusArea": ["Bond portfolio analysis","Fidelity platform overview","Fixed income (individual bonds and funds)","Fixed income education","Fixed income market discussions","Fixed income strategies","Interest rate and duration discussions"], "branchs": [ { "latitude": "42.7129033", "longitude":"-73.8145556", "branchName": "Albany", "addressLine1": "59 Wolf Road", "addressLine2": "", "city": "Albany", "state": "NY", "zip": "12205", "phone": "800-482-0156" } , { "latitude": "42.3489", "longitude":"-71.081799", "branchName": "Boston Back Bay", "addressLine1": "801 Boylston Street", "addressLine2": "", "city": "Boston", "state": "MA", "zip": "02116", "phone": "800-445-9448" } , { "latitude": "42.355682", "longitude":"-71.055657", "branchName": "Boston Congress Street", "addressLine1": "155 Congress Street", "addressLine2": "", "city": "Boston", "state": "MA", "zip": "02110", "phone": "800-343-2140" } , { "latitude": "42.487", "longitude":"-71.2055", "branchName": "Burlington", "addressLine1": "44 Mall Road", "addressLine2": "", "city": "Burlington", "state": "MA", "zip": "01803", "phone": "800-526-7172" } , { "latitude": "42.362936", "longitude":"-71.090414", "branchName": "Cambridge", "addressLine1": "200 Technology Square", "addressLine2": "Suite 101", "city": "Cambridge", "state": "MA", "zip": "02139", "phone": "800-273-0130" } , { "latitude": "42.318950", "longitude":"-71.175800", "branchName": "Chestnut Hill", "addressLine1": "220 Boylston Street", "addressLine2": "Suite C115", "city": "Chestnut Hill", "state": "MA", "zip": "02467", "phone": "888-745-1567" } , { "latitude": "42.547899", "longitude":"-70.9454", "branchName": "Danvers", "addressLine1": "200 Endicott Street", "addressLine2": "", "city": "Danvers", "state": "MA", "zip": "01923", "phone": "800-418-6351" } , { "latitude": "42.30538", "longitude":"-71.395011", "branchName": "Framingham", "addressLine1": "405 Cochituate Road", "addressLine2": "", "city": "Framingham", "state": "MA", "zip": "01701", "phone": "800-448-0570" } , { "latitude": "42.180390", "longitude":"-70.904304", "branchName": "Hingham", "addressLine1": "50 Derby Street", "addressLine2": "Suite 100", "city": "Hingham", "state": "MA", "zip": "02043", "phone": "800-356-2854" } , { "latitude": "42.5521513", "longitude":"-71.4745994", "branchName": "Littleton", "addressLine1": "820 Constitution Ave.", "addressLine2": "", "city": "Littleton", "state": "MA", "zip": "01460", "phone": "833-945-4261" } , { "latitude": "42.711965", "longitude":"-71.442332", "branchName": "Nashua", "addressLine1": "225 Daniel Webster Highway", "addressLine2": "", "city": "Nashua", "state": "NH", "zip": "03060", "phone": "800-225-6452" } , { "latitude": "43.6569", "longitude":"-70.2555", "branchName": "Portland", "addressLine1": "3 Canal Plaza", "addressLine2": "", "city": "Portland", "state": "ME", "zip": "04101", "phone": "800-521-3018" } , { "latitude": "43.0776389", "longitude":"-70.762054", "branchName": "Portsmouth", "addressLine1": "54 Maplewood Avenue", "addressLine2": "", "city": "Portsmouth", "state": "NH", "zip": "03801", "phone": "833-613-2167" } , { "latitude": "41.8264", "longitude":"-71.4149", "branchName": "Providence", "addressLine1": "10 Memorial Boulevard", "addressLine2": "Suite 102", "city": "Providence", "state": "RI", "zip": "02903", "phone": "800-742-1567" } , { "latitude": "43.1130917", "longitude":"-77.5513013", "branchName": "Rochester", "addressLine1": "2780 Monroe Ave", "addressLine2": "Suite 201", "city": "Rochester", "state": "NY", "zip": "14618", "phone": "800-219-7019" } , { "latitude": "42.276979", "longitude":"-71.714413", "branchName": "Shrewsbury", "addressLine1": "551 Boston Turnpike", "addressLine2": "Suite 40", "city": "Shrewsbury", "state": "MA", "zip": "01545", "phone": "800-521-3026" } , { "latitude": "42.208269", "longitude":"-71.152418", "branchName": "Westwood", "addressLine1": "109 University Avenue", "addressLine2": "", "city": "Westwood", "state": "MA", "zip": "02090", "phone": "800-418-6192" } ], "areaServedImage": "https://www.fidelity.com/bin-public/060_www_fidelity_com/images/branches/localpursuits/MapDFox-new.png" }, "biography": [ { "subheader": "How I work with clients", "text": "

As a Fixed Income Regional Brokerage Consultant, I coach investors on efficient wealth preservation and income strategies leveraging our robust fixed income platform. I firmly believe that bonds can play a significant part in helping to preserve your wealth. Through education, I'll collaborate with you to help create a repeatable process for building and responsibly maintaining a portfolio of individual bonds.

" } , { "subheader": "Experience", "text": "" } , { "subheader": "Qualifications", "text": "" } ] } , { "authorName": "Don Raymond", "authorTitle": "Regional Brokerage Consultant", "organization": "Fidelity", "logo": "", "headshot": "https://www.fidelity.com/bin-public/060_www_fidelity_com/images/trading/photo_donald.raymond_1x.png", "shortbio": "", "longbio": "", "phoneNumber": "" , "appointmentLink": "https://digital.fidelity.com/prgw/digital/dasux/launch/meet-with?advisor=4660119&appointmentSource=DAS-RBC-BIO", "branchServed": { "focusArea": ["Alternative investments","Exchange traded products","Fidelity platform overview","Lending solutions","Options education and research","Risk management","Sector investing","Stock screening and idea generation","Trading tools and online research"], "branchs": [ { "latitude": "42.3489", "longitude":"-71.081799", "branchName": "Boston Back Bay", "addressLine1": "801 Boylston Street", "addressLine2": "", "city": "Boston", "state": "MA", "zip": "02116", "phone": "800-445-9448" } , { "latitude": "42.355682", "longitude":"-71.055657", "branchName": "Boston Congress Street", "addressLine1": "155 Congress Street", "addressLine2": "", "city": "Boston", "state": "MA", "zip": "02110", "phone": "800-343-2140" } , { "latitude": "42.487", "longitude":"-71.2055", "branchName": "Burlington", "addressLine1": "44 Mall Road", "addressLine2": "", "city": "Burlington", "state": "MA", "zip": "01803", "phone": "800-526-7172" } , { "latitude": "42.362936", "longitude":"-71.090414", "branchName": "Cambridge", "addressLine1": "200 Technology Square", "addressLine2": "Suite 101", "city": "Cambridge", "state": "MA", "zip": "02139", "phone": "800-273-0130" } , { "latitude": "42.318950", "longitude":"-71.175800", "branchName": "Chestnut Hill", "addressLine1": "220 Boylston Street", "addressLine2": "Suite C115", "city": "Chestnut Hill", "state": "MA", "zip": "02467", "phone": "888-745-1567" } , { "latitude": "42.547899", "longitude":"-70.9454", "branchName": "Danvers", "addressLine1": "200 Endicott Street", "addressLine2": "", "city": "Danvers", "state": "MA", "zip": "01923", "phone": "800-418-6351" } , { "latitude": "42.30538", "longitude":"-71.395011", "branchName": "Framingham", "addressLine1": "405 Cochituate Road", "addressLine2": "", "city": "Framingham", "state": "MA", "zip": "01701", "phone": "800-448-0570" } , { "latitude": "42.180390", "longitude":"-70.904304", "branchName": "Hingham", "addressLine1": "50 Derby Street", "addressLine2": "Suite 100", "city": "Hingham", "state": "MA", "zip": "02043", "phone": "800-356-2854" } , { "latitude": "42.5521513", "longitude":"-71.4745994", "branchName": "Littleton", "addressLine1": "820 Constitution Ave.", "addressLine2": "", "city": "Littleton", "state": "MA", "zip": "01460", "phone": "833-945-4261" } , { "latitude": "42.711965", "longitude":"-71.442332", "branchName": "Nashua", "addressLine1": "225 Daniel Webster Highway", "addressLine2": "", "city": "Nashua", "state": "NH", "zip": "03060", "phone": "800-225-6452" } , { "latitude": "43.6569", "longitude":"-70.2555", "branchName": "Portland", "addressLine1": "3 Canal Plaza", "addressLine2": "", "city": "Portland", "state": "ME", "zip": "04101", "phone": "800-521-3018" } , { "latitude": "43.0776389", "longitude":"-70.762054", "branchName": "Portsmouth", "addressLine1": "54 Maplewood Avenue", "addressLine2": "", "city": "Portsmouth", "state": "NH", "zip": "03801", "phone": "833-613-2167" } , { "latitude": "42.276979", "longitude":"-71.714413", "branchName": "Shrewsbury", "addressLine1": "551 Boston Turnpike", "addressLine2": "Suite 40", "city": "Shrewsbury", "state": "MA", "zip": "01545", "phone": "800-521-3026" } , { "latitude": "42.208269", "longitude":"-71.152418", "branchName": "Westwood", "addressLine1": "109 University Avenue", "addressLine2": "", "city": "Westwood", "state": "MA", "zip": "02090", "phone": "800-418-6192" } ], "areaServedImage": "https://www.fidelity.com/bin-public/060_www_fidelity_com/images/trading/MapDonR.png" }, "biography": [ { "subheader": "How I work with clients", "text": "

As a Regional Brokerage Consultant, I help self-directed clients better understand investing strategies and how to leverage Fidelity's trading and research tools to make more informed decisions. I meet with clients 1:1, as well as conduct local seminars and webinars on various investing topics. Working with you, our discussions may include stock selection, risk management, fundamental and technical analysis, options strategies, market mechanics, and trading platforms.

" } , { "subheader": "Experience", "text": "" } , { "subheader": "Qualifications", "text": "" } ] } , { "authorName": "Eric Makara", "authorTitle": "Regional Brokerage Consultant", "organization": "Fidelity", "logo": "", "headshot": "https://www.fidelity.com/bin-public/060_www_fidelity_com/images/branches/localpursuits/photo_eric.makara_1x.png", "shortbio": "", "longbio": "", "phoneNumber": "" , "appointmentLink": "https://digital.fidelity.com/prgw/digital/dasux/launch/meet-with?advisor=5803559&appointmentSource=DAS-RBC-BIO", "branchServed": { "focusArea": ["Alternative investments","Exchange traded products","Fidelity platform overview","Lending solutions","Options education and research","Risk management","Sector investing","Stock screening and idea generation","Trading tools and online research"], "branchs": [ { "latitude": "39.718683", "longitude":"-104.959609", "branchName": "Cherry Creek", "addressLine1": "101 University Boulevard", "addressLine2": "", "city": "Denver", "state": "CO", "zip": "80206", "phone": "800-544-3064" } , { "latitude": "38.98784583456151", "longitude":"-104.79442283575706", "branchName": "Colorado Springs", "addressLine1": "10855 Hidden Pool Heights", "addressLine2": "Suite 100", "city": "Colorado Springs", "state": "CO", "zip": "80908", "phone": "800-343-6038" } , { "latitude": "39.755537", "longitude":"-105.000071", "branchName": "Denver Downtown", "addressLine1": "1801 Wewatta Street", "addressLine2": "Suite 100", "city": "Denver", "state": "CO", "zip": "80202", "phone": "800-543-5219" } , { "latitude": "39.93125", "longitude":"-105.123649", "branchName": "Denver North", "addressLine1": "281 East Flatiron Crossing", "addressLine2": "", "city": "Broomfield", "state": "CO", "zip": "80021", "phone": "800-381-1927" } , { "latitude": "39.564597", "longitude":"-104.88108", "branchName": "Denver South", "addressLine1": "9185 Westview Road", "addressLine2": "", "city": "Lone Tree", "state": "CO", "zip": "80124", "phone": "800-774-4578" } , { "latitude": "40.544336090385045", "longitude":"-105.07656519728167", "branchName": "Fort Collins", "addressLine1": "3100 S College Ave", "addressLine2": "Suite 110 ", "city": "Fort Collins", "state": "CO", "zip": "80525", "phone": "833 313-1420" } , { "latitude": "40.275043", "longitude":"-111.677421", "branchName": "Orem", "addressLine1": "740 East 1200 South", "addressLine2": "", "city": "Orem", "state": "UT", "zip": "84097", "phone": "800-544-4506" } , { "latitude": "38.574545", "longitude":"-121.412069", "branchName": "Sacramento", "addressLine1": "2277 Fair Oaks Boulevard", "addressLine2": "Suite 150", "city": "Sacramento", "state": "CA", "zip": "95825", "phone": "800-635-3441" } , { "latitude": "40.7691", "longitude":"-111.8989", "branchName": "Salt Lake City", "addressLine1": "279 West South Temple", "addressLine2": "", "city": "Salt Lake City", "state": "UT", "zip": "84101", "phone": "800-544-5586" } , { "latitude": "37.9066", "longitude":"-122.0662", "branchName": "Walnut Creek", "addressLine1": "2001 North Main Street", "addressLine2": "Suite 100", "city": "Walnut Creek", "state": "CA", "zip": "94596", "phone": "800-544-8235" } ], "areaServedImage": "https://www.fidelity.com/bin-public/060_www_fidelity_com/images/branches/localpursuits/MapErickM-new.png" }, "biography": [ { "subheader": "How I work with clients", "text": "

As a Regional Brokerage Consultant, I provide coaching and education to investors who use individual securities as a part of their financial plan. Whether you are just getting started, or are already a seasoned expert, I aim to provide tailored strategies with a personalized approach. As a Certified Financial Planner,™ I always keep your holistic goals and needs as top priority.

" } , { "subheader": "Experience", "text": "" } , { "subheader": "Qualifications", "text": "" } ] } , { "authorName": "Eric Olson", "authorTitle": "Regional Brokerage Consultant", "organization": "Fidelity", "logo": "", "headshot": "https://www.fidelity.com/bin-public/060_www_fidelity_com/images/trading/photo_eric.olson_1x.png", "shortbio": "", "longbio": "", "phoneNumber": "" , "appointmentLink": "https://digital.fidelity.com/prgw/digital/dasux/launch/meet-with?advisor=5430869&appointmentSource=DAS-RBC-BIO", "branchServed": { "focusArea": ["Alternative investments","Exchange traded products","Fidelity platform overview","Lending solutions","Options education and research","Risk management","Sector investing","Stock screening and idea generation","Trading tools and online research"], "branchs": [ { "latitude": "29.5482809", "longitude":"-95.149917", "branchName": "Houston-Baybrook", "addressLine1": "18710 Gulf Freeway ", "addressLine2": "", "city": "Friendswood", "state": "TX", "zip": "77546", "phone": "800-544-6497" } , { "latitude": "29.9813556", "longitude":"-95.510809", "branchName": "Houston Champion Forest", "addressLine1": "5322 FM 1960 Road West", "addressLine2": "", "city": "Houston", "state": "TX", "zip": "77069", "phone": "800-790-9963" } , { "latitude": "29.74142", "longitude":"-95.45189", "branchName": "Houston Highland Village", "addressLine1": "4410 Westheimer Road", "addressLine2": "", "city": "Houston", "state": "TX", "zip": "77027", "phone": "800-367-7516" } , { "latitude": "29.766278", "longitude":"-95.551007", "branchName": "Houston Memorial", "addressLine1": "12532 Memorial Drive", "addressLine2": "", "city": "Houston", "state": "TX", "zip": "77024", "phone": "800-572-7011" } , { "latitude": "29.743996", "longitude":"-95.769962", "branchName": "Katy", "addressLine1": "23233 Cinco Ranch Boulevard", "addressLine2": "Suite 125", "city": "Katy", "state": "TX", "zip": "77494", "phone": "800-544-3063" } , { "latitude": "29.609478", "longitude":"-98.489497", "branchName": "San Antonio", "addressLine1": "139 N. Loop 1604 E.", "addressLine2": "Suite 103", "city": "San Antonio", "state": "TX", "zip": "78232", "phone": "800-272-7569" } , { "latitude": "29.604411", "longitude":"-95.616997", "branchName": "Sugar Land", "addressLine1": "15600 Southwest Freeway", "addressLine2": "", "city": "Sugar Land", "state": "TX", "zip": "77478", "phone": "800-227-0626" } , { "latitude": "29.710532", "longitude":"-95.400286", "branchName": "Texas Medical Center", "addressLine1": "6560 Fannin Street", "addressLine2": "Suite 200", "city": "Houston", "state": "TX", "zip": "77030", "phone": "800-418-6821" } , { "latitude": "30.1622", "longitude":"-95.461", "branchName": "The Woodlands", "addressLine1": "1701 Lake Robbins Drive", "addressLine2": "", "city": "The Woodlands", "state": "TX", "zip": "77380", "phone": "800-822-4816" } ], "areaServedImage": "https://www.fidelity.com/bin-public/060_www_fidelity_com/images/trading/map_eric.olson_2x.png" }, "biography": [ { "subheader": "How I work with clients", "text": "

As a Regional Brokerage Consultant, I educate and coach investors to help them better understand investment strategies through seminars, workshops, and 1:1 consultations. Working together, I can show you how to leverage Fidelity’s trading and research tools so you can make more informed decisions.

" } , { "subheader": "Experience", "text": "" } , { "subheader": "Qualifications", "text": "" } ] } , { "authorName": "Ivan Gavran", "authorTitle": "Regional Brokerage Consultant", "organization": "Fidelity", "logo": "", "headshot": "https://www.fidelity.com/bin-public/060_www_fidelity_com/images/branches/localpursuits/photo_ivan.gavran_1x.png", "shortbio": "", "longbio": "", "phoneNumber": "" , "appointmentLink": "https://digital.fidelity.com/prgw/digital/dasux/launch/meet-with?advisor=4954155&appointmentSource=DAS-RBC-BIO", "branchServed": { "focusArea": ["Alternative investments","Exchange traded products","Fidelity platform overview","Lending solutions","Options education and research","Risk management","Sector investing","Stock screening and idea generation","Trading tools and online research"], "branchs": [ { "latitude": "39.148367", "longitude":"-84.442575", "branchName": "Cincinnati", "addressLine1": "3805 Edwards Road", "addressLine2": "", "city": "Cincinnati", "state": "OH", "zip": "45209", "phone": "800-634-5574" } , { "latitude": "41.4527887", "longitude":"-81.4908032", "branchName": "Cleveland East", "addressLine1": "200 Pinecrest Drive", "addressLine2": "", "city": "Orange Village", "state": "OH", "zip": "44122", "phone": "800-432-8359" } , { "latitude": "41.463699", "longitude":"-81.951065", "branchName": "Cleveland West", "addressLine1": "1800 Crocker Road", "addressLine2": "", "city": "Westlake", "state": "OH", "zip": "44145", "phone": "800-418-6591" } , { "latitude": "40.141402", "longitude":"-82.983313", "branchName": "Columbus", "addressLine1": "1324 Polaris Parkway", "addressLine2": "", "city": "Columbus", "state": "OH", "zip": "43240", "phone": "800-544-6859" } , { "latitude": "39.694509", "longitude":"-84.100264", "branchName": "Dayton", "addressLine1": "4389 Walnut Street", "addressLine2": "", "city": "Beavercreek", "state": "OH", "zip": "45440", "phone": "800-544-1585" } , { "latitude": "41.13582", "longitude":"-81.63306", "branchName": "Fairlawn", "addressLine1": "3750 W Market Street ", "addressLine2": "Unit A", "city": "Fairlawn", "state": "OH", "zip": "44333", "phone": "800-476-4735" } , { "latitude": "39.997936", "longitude":"-86.129408", "branchName": "Carmel", "addressLine1": "14405 Clay Terrace Boulevard", "addressLine2": "Suite 150", "city": "Carmel", "state": "IN", "zip": "46032", "phone": "844-773-1557" } , { "latitude": "39.910531", "longitude":"-86.113554", "branchName": "Indianapolis", "addressLine1": "8480 Keystone Crossing", "addressLine2": "", "city": "Indianapolis", "state": "IN", "zip": "46240", "phone": "800-343-2575" } , { "latitude": "40.686599", "longitude":"-80.090596", "branchName": "Pittsburgh", "addressLine1": "2060 Mackenzie Way", "addressLine2": "", "city": "Cranberry Township", "state": "PA", "zip": "16066", "phone": "800-272-7567" } , { "latitude": "40.351402", "longitude":"-80.051437", "branchName": "Pittsburgh South Hills", "addressLine1": "1680 Washington Road", "addressLine2": "Suite H", "city": "Pittsburgh", "state": "PA", "zip": "15241", "phone": "800-476-4721" } ], "areaServedImage": "https://www.fidelity.com/bin-public/060_www_fidelity_com/images/branches/localpursuits/map_ivan.gavran_2x.png" }, "biography": [ { "subheader": "How I work with clients", "text": "

As a Regional Brokerage Consultant, my number one objective is to help you, our existing and new clients, achieve your financial goals. My focus is on education regarding Fidelity’s brokerage resources, which in turn should help you make informed financial decisions to reach your set goals.

" } , { "subheader": "Experience", "text": "" } , { "subheader": "Qualifications", "text": "" } ] } , { "authorName": "James McCloskey", "authorTitle": "Fixed Income Regional Brokerage Consultant", "organization": "Fidelity", "logo": "", "headshot": "https://www.fidelity.com/bin-public/060_www_fidelity_com/images/branches/localpursuits/James-McCloskey.png", "shortbio": "", "longbio": "", "phoneNumber": "" , "appointmentLink": "https://digital.fidelity.com/prgw/digital/dasux/launch/meet-with?advisor=5858847&appointmentSource=DAS-RBC-BIO", "branchServed": { "focusArea": ["Bond portfolio analysis","Fidelity platform overview","Fixed income (individual bonds and funds)","Fixed income education","Fixed income market discussions","Fixed income strategies","Interest rate and duration discussions"], "branchs": [ { "latitude": "41.143146", "longitude":"-73.254493", "branchName": "Fairfield", "addressLine1": "1261 Post Road", "addressLine2": "", "city": "Fairfield", "state": "CT", "zip": "06824", "phone": "800-227-0620" } , { "latitude": "40.732102", "longitude":"-73.636558", "branchName": "Garden City", "addressLine1": "1130 Franklin Avenue", "addressLine2": "", "city": "Garden City", "state": "NY", "zip": "11530", "phone": "800-233-0117" } , { "latitude": "41.029799", "longitude":"-73.628238", "branchName": "Greenwich", "addressLine1": "48 West Putnam Avenue", "addressLine2": "", "city": "Greenwich", "state": "CT", "zip": "06830", "phone": "800-833-3349" } , { "latitude": "40.866068", "longitude":"-73.126409", "branchName": "Lake Grove", "addressLine1": "142 New Moriches Road", "addressLine2": "", "city": "Lake Grove", "state": "NY", "zip": "11755", "phone": "800-544-0172" } , { "latitude": "41.309887", "longitude":"-72.922859", "branchName": "New Haven", "addressLine1": "265 Church Street", "addressLine2": "", "city": "New Haven", "state": "CT", "zip": "06510", "phone": "800-243-4549" } , { "latitude": "40.7558", "longitude":"-73.9833", "branchName": "NYC Bryant Park", "addressLine1": "1120 Avenue of the Americas", "addressLine2": "", "city": "New York", "state": "NY", "zip": "10036", "phone": "800-622-0266" } , { "latitude": "40.740935", "longitude":"-73.985948", "branchName": "NYC Flatiron", "addressLine1": "330 Park Avenue South", "addressLine2": "", "city": "New York", "state": "NY", "zip": "10010", "phone": "800-544-6518" } , { "latitude": "40.76994967", "longitude":" -73.98238492", "branchName": "NYC Lincoln Center", "addressLine1": "13A West 61st Street", "addressLine2": "", "city": "New York", "state": "NY", "zip": "10023", "phone": "800-275-8354" } , { "latitude": "40.758234", "longitude":"-73.973378", "branchName": "NYC Park Avenue", "addressLine1": "350 Park Avenue", "addressLine2": "", "city": "New York", "state": "NY", "zip": "10022", "phone": "800-662-6008" } , { "latitude": "40.773148", "longitude":"-73.958296", "branchName": "NYC Upper East Side", "addressLine1": "1356 Third Avenue", "addressLine2": "Upper East Side", "city": "New York", "state": "NY", "zip": "10075", "phone": "800-237-8834" } , { "latitude": "40.777953", "longitude":"-73.981999", "branchName": "NYC Upper West Side", "addressLine1": "2070 Broadway", "addressLine2": "", "city": "New York", "state": "NY", "zip": "10023", "phone": "800-624-2990" } , { "latitude": "40.709666", "longitude":"-74.0105272", "branchName": "NYC Wall Street", "addressLine1": "165 Broadway", "addressLine2": "", "city": "New York", "state": "NY", "zip": "10006", "phone": "800-348-3030" } , { "latitude": "40.780168", "longitude":"-73.449620", "branchName": "Plainview", "addressLine1": "1551 Old Country Road", "addressLine2": "", "city": "Plainview", "state": "NY", "zip": "11803", "phone": "800-526-7252" } , { "latitude": "40.798776", "longitude":"-73.662309", "branchName": "Roslyn", "addressLine1": "1075 Northern Boulevard", "addressLine2": "", "city": "Roslyn", "state": "NY", "zip": "11576", "phone": "800-544-4266" } , { "latitude": "41.04021801579854", "longitude":"-73.54175881637443", "branchName": "Stamford", "addressLine1": "869 Washington Blvd", "addressLine2": "", "city": "Stamford", "state": "CT", "zip": "06901", "phone": "800-882-8255" } , { "latitude": "41.759692", "longitude":"-72.742134", "branchName": "West Hartford", "addressLine1": "29 S Main St", "addressLine2": "", "city": "West Hartford", "state": "CT", "zip": "06107", "phone": "800-458-6665" } ], "areaServedImage": "https://www.fidelity.com/bin-public/060_www_fidelity_com/images/branches/localpursuits/MapJamesmcCloskey.png" }, "biography": [ { "subheader": "How I work with clients", "text": "

As a Fixed Income Regional Brokerage Consultant, I work with you to deepen your understanding around the tools and resources that Fidelity offers for the construction and management of your Fixed Income portfolio. I work closely with your local Financial Consultant and offer regional webinars on a variety of Fixed Income investing topics. Please don't hesitate to schedule time for a consultation—I look forward to helping you create the ideal strategy for achieving your goals and Fixed Income objectives

" } , { "subheader": "Experience", "text": "" } , { "subheader": "Qualifications", "text": "" } ] } , { "authorName": "Jerimy Jones", "authorTitle": "Regional Brokerage Consultant", "organization": "Fidelity", "logo": "", "headshot": "https://www.fidelity.com/bin-public/060_www_fidelity_com/images/trading/ProfilePic-JerimyJones.png", "shortbio": "", "longbio": "", "phoneNumber": "" , "appointmentLink": "https://digital.fidelity.com/prgw/digital/dasux/launch/meet-with?advisor=5838601&appointmentSource=DAS-RBC-BIO", "branchServed": { "focusArea": ["Alternative investments","Exchange traded products","Fidelity platform overview","Lending solutions","Options education and research","Risk management","Sector investing","Stock screening and idea generation","Trading tools and online research"], "branchs": [ { "latitude": "45.4997", "longitude":"-122.8096", "branchName": "Beaverton", "addressLine1": "2785 SW Cedar Hills Boulevard", "addressLine2": "", "city": "Beaverton", "state": "OR", "zip": "97005", "phone": "888-745-1531" } , { "latitude": "47.617286", "longitude":"-122.202342", "branchName": "Bellevue", "addressLine1": "10500 NE 8th Street", "addressLine2": "Suite 100", "city": "Bellevue", "state": "WA", "zip": "98004", "phone": "800-344-1783" } , { "latitude": "47.82752", "longitude":"-122.27773", "branchName": "Lynnwood", "addressLine1": "18825 33rd Avenue West", "addressLine2": "Suite 200", "city": "Lynnwood", "state": "WA", "zip": "98036", "phone": "800-501-9964" } , { "latitude": "45.394067", "longitude":"-122.753241", "branchName": "Portland - Bridgeport Village", "addressLine1": "7493 Southwest Bridgeport Road", "addressLine2": "", "city": "Tigard", "state": "OR", "zip": "97224", "phone": "800-922-4307" } , { "latitude": "47.6704385", "longitude":"-122.1213404", "branchName": "Redmond", "addressLine1": "7425 166th Avenue NE", "addressLine2": "Suite C137", "city": "Redmond", "state": "WA", "zip": "98052", "phone": "888-271-6642" } , { "latitude": "47.611282", "longitude":"-122.334662", "branchName": "Seattle", "addressLine1": "1518 6th Avenue", "addressLine2": "", "city": "Seattle", "state": "WA", "zip": "98101", "phone": "800-543-2162" } , { "latitude": "47.455883", "longitude":"-122.258473", "branchName": "Seattle Southcenter", "addressLine1": "304 Strander Boulevard", "addressLine2": "", "city": "Tukwila", "state": "WA", "zip": "98188", "phone": "800-225-9548" } , { "latitude": "45.6239258", "longitude":"-122.6787134", "branchName": "Vancouver-Portland", "addressLine1": "655 West Columbia Way", "addressLine2": "Suite 404", "city": "Vancouver", "state": "WA", "zip": "98660", "phone": "800-224-7285" } ], "areaServedImage": "https://www.fidelity.com/bin-public/060_www_fidelity_com/images/branches/localpursuits/MapJerimyJones.png" }, "biography": [ { "subheader": "How I work with clients", "text": "

As a Regional Brokerage Consultant, I work directly with self-directed clients to better understand investing strategies and how to leverage Fidelity’s trading and research tools to make informed decisions. During our meetings, we define goals and intended outcomes for investments. I offer education around potential strategies, introduce new ideas, and help evaluate investment options in an unbiased and objective manner. These discussions are supported by Fidelity’s market expertise, industry-leading suite of brokerage tools, and my own extensive experience and insights. My goal for each meeting is to leave you with the knowledge and resources you need to gain confidence in your trading and investing decision-making process, and more effectively manage your investments at Fidelity.

" } , { "subheader": "Experience", "text": "" } , { "subheader": "Qualifications", "text": "" } ] } , { "authorName": "John Gagliardi", "authorTitle": "Regional Brokerage Consultant", "organization": "Fidelity", "logo": "", "headshot": "https://www.fidelity.com/bin-public/060_www_fidelity_com/images/trading/photo_john.gagliardi_1x.png", "shortbio": "", "longbio": "", "phoneNumber": "" , "appointmentLink": "https://digital.fidelity.com/prgw/digital/dasux/launch/meet-with?advisor=3213855&appointmentSource=DAS-RBC-BIO", "branchServed": { "focusArea": ["Alternative investments","Exchange traded products","Fidelity platform overview","Lending solutions","Options education and research","Risk management","Sector investing","Stock screening and idea generation","Trading tools and online research"], "branchs": [ { "latitude": "40.5740", "longitude":"-74.6698", "branchName": "Bridgewater", "addressLine1": "750 Route 202 S.", "addressLine2": "Suite 110", "city": "Bridgewater", "state": "NJ", "zip": "08807", "phone": "800-544-0778" } , { "latitude": "41.1783903", "longitude":"-73.7555059", "branchName": "Chappaqua", "addressLine1": "480 Bedford Road", "addressLine2": "", "city": "Chappaqua", "state": "NY", "zip": "10514", "phone": "800-544-3703" } , { "latitude": "40.3007715", "longitude":"-74.3028015", "branchName": "Manalapan", "addressLine1": "198 Route 9 North", "addressLine2": "", "city": "Manalapan", "state": "NJ", "zip": "07726", "phone": "833-945-4258" } , { "latitude": "40.725008", "longitude":"-74.3065", "branchName": "Millburn", "addressLine1": "150 Essex Street", "addressLine2": "", "city": "Millburn", "state": "NJ", "zip": "07041", "phone": "800-545-0323" } , { "latitude": "40.79724", "longitude":"-74.47897", "branchName": "Morristown", "addressLine1": "35 Morris Street", "addressLine2": "", "city": "Morristown", "state": "NJ", "zip": "07960", "phone": "800-544-6775" } , { "latitude": "41.096631776988055", "longitude":"-74.01589574589296", "branchName": "Nanuet", "addressLine1": "2142 Fashion Drive", "addressLine2": "", "city": "Nanuet", "state": "NY", "zip": "10954", "phone": "844-773-1477" } , { "latitude": "40.9462", "longitude":"-74.0715", "branchName": "Paramus", "addressLine1": "396 North Route 17", "addressLine2": "", "city": "Paramus", "state": "NJ", "zip": "07652", "phone": "800-722-0438" } , { "latitude": "40.333849", "longitude":"-74.063011", "branchName": "Red Bank", "addressLine1": "530 Route 35", "addressLine2": "", "city": "Shrewsbury", "state": "NJ", "zip": "07702", "phone": "800-753-0602" } , { "latitude": "40.995628", "longitude":"-73.818529", "branchName": "Scarsdale", "addressLine1": "799 Central Park Avenue", "addressLine2": "", "city": "Scarsdale", "state": "NY", "zip": "10583", "phone": "800-273-9189" } , { "latitude": "40.890598", "longitude":"-74.250102", "branchName": "Wayne", "addressLine1": "57 State Route 23", "addressLine2": "", "city": "Wayne", "state": "NJ", "zip": "07470", "phone": "800-476-4841" } ], "areaServedImage": "https://www.fidelity.com/bin-public/060_www_fidelity_com/images/trading/map_john.gagliardi_2x.png" }, "biography": [ { "subheader": "How I work with clients", "text": "

As a Regional Brokerage Consultant, I collaborate with independent minded investors and help provide solutions to meet their financial goals. One of my core business beliefs is that everyone should have a voice in their financial journey. To make the best and most efficient use of our time, we discuss both investing theories and the tools necessary to execute on those theories. It’s my goal to work with you to build a solid investing plan to help set you on the path toward success.

" } , { "subheader": "Experience", "text": "" } , { "subheader": "Qualifications", "text": "" } ] } , { "authorName": "Ken Jennings", "authorTitle": "Regional Brokerage Consultant", "organization": "Fidelity", "logo": "", "headshot": "https://www.fidelity.com/bin-public/060_www_fidelity_com/images/branches/localpursuits/photo_ken.jennings_1x.png", "shortbio": "", "longbio": "", "phoneNumber": "" , "appointmentLink": "https://digital.fidelity.com/prgw/digital/dasux/launch/meet-with?advisor=4025078&appointmentSource=DAS-RBC-BIO", "branchServed": { "focusArea": ["Alternative investments","Exchange traded products","Fidelity platform overview","Lending solutions","Options education and research","Risk management","Sector investing","Stock screening and idea generation","Trading tools and online research"], "branchs": [ { "latitude": "38.65404", "longitude":"-90.55484", "branchName": "Chesterfield", "addressLine1": "16090 Swingley Ridge Road", "addressLine2": "Suite 100", "city": "Chesterfield", "state": "MO", "zip": "63017", "phone": "800-544-2270" } , { "latitude": "41.8894", "longitude":"-87.623999", "branchName": "Chicago Gold Coast", "addressLine1": "401 North Michigan Avenue", "addressLine2": "Suite 100", "city": "Chicago", "state": "IL", "zip": "60611", "phone": "800-952-3053" } , { "latitude": "41.882002", "longitude":"-87.632299", "branchName": "Chicago North LaSalle", "addressLine1": "1 North LaSalle Street", "addressLine2": "Suite 100", "city": "Chicago", "state": "IL", "zip": "60602", "phone": "800-621-9222" } , { "latitude": "42.1620686", "longitude":"-88.0540414", "branchName": "Deer Park", "addressLine1": "20530 Rand Rd", "addressLine2": "Suite 448 ", "city": "Deer Park", "state": "IL", "zip": "60010", "phone": "(833) 945-4259" } , { "latitude": "42.0483649", "longitude":"-87.6827004", "branchName": "Evanston", "addressLine1": "808 Church Street", "addressLine2": "", "city": "Evanston", "state": "IL", "zip": "60201", "phone": "800-325-1105" } , { "latitude": "41.8760843", "longitude":"-88.3397343", "branchName": "Geneva", "addressLine1": "987 South Randall Road", "addressLine2": "", "city": "Geneva", "state": "IL", "zip": "60134", "phone": "800-367-1131" } , { "latitude": "42.1529", "longitude":"-87.8015", "branchName": "Highland Park", "addressLine1": "1 Skokie Valley Road", "addressLine2": "", "city": "Highland Park", "state": "IL", "zip": "60035", "phone": "800-325-1105" } , { "latitude": "41.802632", "longitude":"-88.126101", "branchName": "Naperville", "addressLine1": "1823 Freedom Drive", "addressLine2": "", "city": "Naperville", "state": "IL", "zip": "60563", "phone": "800-371-6973" } , { "latitude": "41.8459", "longitude":"-87.9553", "branchName": "Oak Brook", "addressLine1": "1415 West 22nd Street", "addressLine2": "Suite 100", "city": "Oak Brook", "state": "IL", "zip": "60523", "phone": "800-526-7260" } , { "latitude": "41.615767", "longitude":"-87.853136", "branchName": "Orland Park", "addressLine1": "15105 S. LaGrange Road", "addressLine2": "", "city": "Orland Park", "state": "IL", "zip": "60462", "phone": "800-381-6153" } , { "latitude": "42.051", "longitude":"-88.0381", "branchName": "Schaumburg", "addressLine1": "1572 East Golf Road", "addressLine2": "", "city": "Schaumburg", "state": "IL", "zip": "60173", "phone": "800-521-5650" } , { "latitude": "38.6319", "longitude":"-90.4056", "branchName": "Ladue", "addressLine1": "1524 South Lindbergh Boulevard", "addressLine2": "", "city": "St. Louis", "state": "MO", "zip": "63131", "phone": "800-777-1910" } ], "areaServedImage": "https://www.fidelity.com/bin-public/060_www_fidelity_com/images/branches/localpursuits/Map-KenJennings.png" }, "biography": [ { "subheader": "How I work with clients", "text": "

As a Regional Brokerage Consultant, I partner with our financial consultants to help self-directed clients optimize the Fidelity brokerage tools and services that best align with their specific needs. Working with you, our discussions could range from stocks, exchange-traded funds (ETFs), and options, to charting and risk management, helping you to construct and maintain your portfolio.

" } , { "subheader": "Experience", "text": "" } , { "subheader": "Qualifications", "text": "" } ] } , { "authorName": "Kristin Moroz", "authorTitle": "Fixed Income Regional Brokerage Consultant", "organization": "Fidelity", "logo": "", "headshot": "https://www.fidelity.com/bin-public/060_www_fidelity_com/images/branches/localpursuits/Kristin-Moroz.png", "shortbio": "", "longbio": "", "phoneNumber": "" , "appointmentLink": "https://digital.fidelity.com/ftgw/digital/dasux/launch/meet-with?setter=aa3dd2601f1b67adf25e5dadccd3f8c6&advisor=2169389", "branchServed": { "focusArea": ["Bond portfolio analysis","Fidelity platform overview","Fixed income (individual bonds and funds)","Fixed income education","Fixed income market discussions","Fixed income strategies","Interest rate and duration discussions"], "branchs": [ { "latitude": "33.5103836", "longitude":"-112.01319", "branchName": "Phoenix-Biltmore", "addressLine1": "3240 East Camelback Road", "addressLine2": "", "city": "Phoenix", "state": "AZ", "zip": "85018", "phone": "888-745-1481" } , { "latitude": "35.1043", "longitude":"-106.56765", "branchName": "Albuquerque", "addressLine1": "2100 Louisiana Blvd. NE", "addressLine2": "#209", "city": "Albuquerque", "state": "NM", "zip": "87110-5413", "phone": "800-418-6291" } , { "latitude": "33.643526", "longitude":"-112.220376", "branchName": "Peoria", "addressLine1": "7565 W. Bell Road", "addressLine2": "", "city": "Peoria", "state": "AZ", "zip": "85382", "phone": "800-227-0629" } , { "latitude": "32.3232", "longitude":"-110.9304", "branchName": "Tucson", "addressLine1": "3001 East Skyline Drive", "addressLine2": "Suite 255", "city": "Tucson", "state": "AZ", "zip": "85718", "phone": "800-219-1249" } , { "latitude": "33.3198", "longitude":"-111.963199", "branchName": "Chandler", "addressLine1": "7001 West Ray Road", "addressLine2": "", "city": "Chandler", "state": "AZ", "zip": "85226", "phone": "800-544-7095" } , { "latitude": "33.626417", "longitude":"-111.925499", "branchName": "Scottsdale", "addressLine1": "15445 North Scottsdale Road", "addressLine2": "", "city": "Scottsdale", "state": "AZ", "zip": "85254", "phone": "800-352-9793" } , { "latitude": "45.4997", "longitude":"-122.8096", "branchName": "Beaverton", "addressLine1": "2785 SW Cedar Hills Boulevard", "addressLine2": "", "city": "Beaverton", "state": "OR", "zip": "97005", "phone": "888-745-1531" } , { "latitude": "45.6239258", "longitude":"-122.6787134", "branchName": "Vancouver-Portland", "addressLine1": "655 West Columbia Way", "addressLine2": "Suite 404", "city": "Vancouver", "state": "WA", "zip": "98660", "phone": "800-224-7285" } , { "latitude": "45.394067", "longitude":"-122.753241", "branchName": "Portland - Bridgeport Village", "addressLine1": "7493 Southwest Bridgeport Road", "addressLine2": "", "city": "Tigard", "state": "OR", "zip": "97224", "phone": "800-922-4307" } , { "latitude": "39.755537", "longitude":"-105.000071", "branchName": "Denver Downtown", "addressLine1": "1801 Wewatta Street", "addressLine2": "Suite 100", "city": "Denver", "state": "CO", "zip": "80202", "phone": "800-543-5219" } , { "latitude": "39.7101726", "longitude":"-105.0793705", "branchName": "Denver West", "addressLine1": "343 S Teller St", "addressLine2": "", "city": "Lakewood", "state": "CO", "zip": "80226", "phone": "844-773-1559" } , { "latitude": "40.544336090385045", "longitude":"-105.07656519728167", "branchName": "Fort Collins", "addressLine1": "3100 S College Ave", "addressLine2": "Suite 110 ", "city": "Fort Collins", "state": "CO", "zip": "80525", "phone": "833 313-1420" } , { "latitude": "38.98784583456151", "longitude":"-104.79442283575706", "branchName": "Colorado Springs", "addressLine1": "10855 Hidden Pool Heights", "addressLine2": "Suite 100", "city": "Colorado Springs", "state": "CO", "zip": "80908", "phone": "800-343-6038" } , { "latitude": "39.718683", "longitude":"-104.959609", "branchName": "Cherry Creek", "addressLine1": "101 University Boulevard", "addressLine2": "", "city": "Denver", "state": "CO", "zip": "80206", "phone": "800-544-3064" } , { "latitude": "39.564597", "longitude":"-104.88108", "branchName": "Denver South", "addressLine1": "9185 Westview Road", "addressLine2": "", "city": "Lone Tree", "state": "CO", "zip": "80124", "phone": "800-774-4578" } , { "latitude": "39.93125", "longitude":"-105.123649", "branchName": "Denver North", "addressLine1": "281 East Flatiron Crossing", "addressLine2": "", "city": "Broomfield", "state": "CO", "zip": "80021", "phone": "800-381-1927" } , { "latitude": "47.6704385", "longitude":"-122.1213404", "branchName": "Redmond", "addressLine1": "7425 166th Avenue NE", "addressLine2": "Suite C137", "city": "Redmond", "state": "WA", "zip": "98052", "phone": "888-271-6642" } , { "latitude": "47.455883", "longitude":"-122.258473", "branchName": "Seattle Southcenter", "addressLine1": "304 Strander Boulevard", "addressLine2": "", "city": "Tukwila", "state": "WA", "zip": "98188", "phone": "800-225-9548" } , { "latitude": "47.82752", "longitude":"-122.27773", "branchName": "Lynnwood", "addressLine1": "18825 33rd Avenue West", "addressLine2": "Suite 200", "city": "Lynnwood", "state": "WA", "zip": "98036", "phone": "800-501-9964" } , { "latitude": "47.611282", "longitude":"-122.334662", "branchName": "Seattle", "addressLine1": "1518 6th Avenue", "addressLine2": "", "city": "Seattle", "state": "WA", "zip": "98101", "phone": "800-543-2162" } , { "latitude": "47.617286", "longitude":"-122.202342", "branchName": "Bellevue", "addressLine1": "10500 NE 8th Street", "addressLine2": "Suite 100", "city": "Bellevue", "state": "WA", "zip": "98004", "phone": "800-344-1783" } ], "areaServedImage": "https://www.fidelity.com/bin-public/060_www_fidelity_com/images/branches/localpursuits/map_kristin.moroz_1x.png" }, "biography": [ { "subheader": "How I work with clients", "text": "

As a Fixed Income Regional Brokerage Consultant, I partner with clients to educate them on the fixed income markets, products, and tools Fidelity has to offer. One of my core business beliefs is that a fixed income strategy can work in every interest rate environment with the right planning and guidance. My goal is to make sure you leave our meeting better educated, more informed, and comfortable implementing the fixed income strategy that best suits your objective.

" } , { "subheader": "Experience", "text": "" } , { "subheader": "Qualifications", "text": "" } ] } , { "authorName": "Lance Margolis", "authorTitle": "Regional Brokerage Consultant", "organization": "Fidelity", "logo": "", "headshot": "https://www.fidelity.com/bin-public/060_www_fidelity_com/images/trading/photo_Lance.Margolis_1x.png", "shortbio": "", "longbio": "", "phoneNumber": "" , "appointmentLink": "https://digital.fidelity.com/prgw/digital/dasux/launch/meet-with?advisor=4906969&appointmentSource=DAS-RBC-BIO", "branchServed": { "focusArea": ["Alternative investments","Exchange traded products","Fidelity platform overview","Lending solutions","Options education and research","Risk management","Sector investing","Stock screening and idea generation","Trading tools and online research"], "branchs": [ { "latitude": "38.9853", "longitude":"-77.0953", "branchName": "Bethesda", "addressLine1": "7501 Wisconsin Avenue ", "addressLine2": "Suite 150W", "city": "Bethesda", "state": "MD", "zip": "20814", "phone": "800-531-2419" } , { "latitude": "40.2311", "longitude":"-75.136489", "branchName": "Bucks County", "addressLine1": "1520 Main Street ", "addressLine2": "Suite 201", "city": "Warrington", "state": "PA", "zip": "18976", "phone": "800-443-1117" } , { "latitude": "40.036495", "longitude":"-75.352005", "branchName": "Villanova", "addressLine1": "797 East Lancaster Avenue", "addressLine2": "Suite 100", "city": "Villanova", "state": "PA", "zip": "19085", "phone": "610-992-1230" } , { "latitude": "40.5603392", "longitude":"-75.4115045", "branchName": "Lehigh Valley", "addressLine1": "2945 Center Valley Parkway", "addressLine2": "Suite 311", "city": "Center Valley", "state": "PA", "zip": "18034", "phone": "800-643-8691" } , { "latitude": "39.8811", "longitude":"-74.922099", "branchName": "Marlton", "addressLine1": "501 Route 73 South", "addressLine2": "Suite N", "city": "Marlton", "state": "NJ", "zip": "08053", "phone": "800-381-2410" } , { "latitude": "39.953038", "longitude":"-75.169029", "branchName": "Philadelphia", "addressLine1": "1735 Market Street", "addressLine2": "Suite 118", "city": "Philadelphia", "state": "PA", "zip": "19103", "phone": "800-722-0437" } , { "latitude": "40.308873", "longitude":"-74.665268", "branchName": "Princeton", "addressLine1": "3518 Route 1 North", "addressLine2": "", "city": "Princeton", "state": "NJ", "zip": "08540", "phone": "800-544-4719" } , { "latitude": "39.1136495", "longitude":"-77.1726249", "branchName": "Rockville", "addressLine1": "402 King Farm Blvd", "addressLine2": "Suite 150", "city": "Rockville", "state": "MD", "zip": "20850", "phone": "301-354-4889" } , { "latitude": "39.40221", "longitude":"-76.602963", "branchName": "Towson", "addressLine1": "610 York Road", "addressLine2": "", "city": "Towson", "state": "MD", "zip": "21204", "phone": "800-451-2620" } , { "latitude": "38.9024", "longitude":"-77.044098", "branchName": "Washington DC", "addressLine1": "1900 K Street Northwest", "addressLine2": "Suite 110", "city": "Washington", "state": "DC", "zip": "20006", "phone": "800-854-2832" } , { "latitude": "39.779296", "longitude":"-75.597211", "branchName": "Wilmington (Greenville)", "addressLine1": "4001 Kennett Pike", "addressLine2": "Suite 120", "city": "Greenville", "state": "DE", "zip": "19807", "phone": "800-201-5380" } ], "areaServedImage": "https://www.fidelity.com/bin-public/060_www_fidelity_com/images/trading/Map-LanceMargolis.png" }, "biography": [ { "subheader": "How I work with clients", "text": "

As a Regional Brokerage Consultant, I help educate self-directed clients on investment and trading strategies, and empower them with Fidelity's trading and research tools. I meet 1:1, as well as conduct local seminars and webinars on various investing topics. Working with you, our discussions may include portfolio construction, risk management, trading strategies, and security selection and analysis.

" } , { "subheader": "Experience", "text": "" } , { "subheader": "Qualifications", "text": "" } ] } , { "authorName": "Luke Vance", "authorTitle": "Fixed Income Regional Brokerage Consultant", "organization": "Fidelity", "logo": "", "headshot": "https://www.fidelity.com/bin-public/060_www_fidelity_com/images/branches/localpursuits/photo_luke.vance_1x.png", "shortbio": "", "longbio": "", "phoneNumber": "" , "appointmentLink": "https://digital.fidelity.com/prgw/digital/dasux/launch/meet-with?advisor=6014349&appointmentSource=DAS-RBC-BIO", "branchServed": { "focusArea": ["Bond portfolio analysis","Fidelity platform overview","Fixed income (individual bonds and funds)","Fixed income education","Fixed income market discussions","Fixed income strategies","Interest rate and duration discussions"], "branchs": [ { "latitude": "33.9178", "longitude":"-117.887748", "branchName": "Brea Orange County", "addressLine1": "815 East Birch Street", "addressLine2": "", "city": "Brea", "state": "CA", "zip": "92821", "phone": "800-526-7251" } , { "latitude": "34.15686", "longitude":"-118.332257", "branchName": "Burbank", "addressLine1": "2900 W Alameda Avenue ", "addressLine2": "Suite 150", "city": "Burbank", "state": "CA", "zip": "91505", "phone": "800-476-4808" } , { "latitude": "32.936259", "longitude":"-117.23821", "branchName": "Del Mar", "addressLine1": "11943 El Camino Real", "addressLine2": "Suite 120", "city": "San Diego", "state": "CA", "zip": "92130", "phone": "800-987-1344" } , { "latitude": "33.9048934", "longitude":"-118.3933525", "branchName": "El Segundo", "addressLine1": "2009 Park Place", "addressLine2": "", "city": "El Segundo", "state": "CA", "zip": "90245", "phone": "310-343-7311" } , { "latitude": "36.0218", "longitude":"-115.085", "branchName": "Henderson", "addressLine1": "2225 Village Walk Drive", "addressLine2": "Suite 199", "city": "Henderson", "state": "NV", "zip": "89052", "phone": "800-624-6178" } , { "latitude": "33.676957", "longitude":"-117.855733", "branchName": "Irvine", "addressLine1": "2211 Michelson Drive", "addressLine2": "", "city": "Irvine", "state": "CA", "zip": "92612", "phone": "800-331-5829" } , { "latitude": "34.058699", "longitude":"-118.415797", "branchName": "LA Century City", "addressLine1": "2000 Avenue of the Stars", "addressLine2": "", "city": "Los Angeles", "state": "CA", "zip": "90067", "phone": "800-544-5853" } , { "latitude": "34.143852", "longitude":"-118.132399", "branchName": "Pasadena", "addressLine1": "123 South Lake Avenue", "addressLine2": "", "city": "Pasadena", "state": "CA", "zip": "91101", "phone": "800-638-0620" } , { "latitude": "33.8315", "longitude":"-118.352697", "branchName": "LA South Bay", "addressLine1": "21701 Hawthorne Boulevard", "addressLine2": "", "city": "Torrance", "state": "CA", "zip": "90503", "phone": "800-779-8750" } , { "latitude": "34.1864191", "longitude":"-118.6063387", "branchName": "LA Woodland Hills", "addressLine1": "6363 Topanga Canyon Blvd", "addressLine2": "", "city": "Woodland Hills", "state": "CA", "zip": "91367-2215", "phone": "800-544-7602" } , { "latitude": "33.5685", "longitude":"-117.669599", "branchName": "Mission Viejo", "addressLine1": "27101 Puerta Real", "addressLine2": "Suite 160", "city": "Mission Viejo", "state": "CA", "zip": "92691", "phone": "800-544-0204" } , { "latitude": "33.016052", "longitude":"-117.076482", "branchName": "Rancho Bernardo", "addressLine1": "16656 Bernardo Center Drive", "addressLine2": "", "city": "Rancho Bernardo", "state": "CA", "zip": "92128", "phone": "800-622-0554" } , { "latitude": "34.1204", "longitude":"-117.5390", "branchName": "Rancho Cucamonga", "addressLine1": "7310 Day Creek Boulevard", "addressLine2": "", "city": "Rancho Cucamonga", "state": "CA", "zip": "91739", "phone": "888-264-3548" } , { "latitude": "32.7708", "longitude":"-117.1562", "branchName": "San Diego", "addressLine1": "7676 Hazard Center Drive", "addressLine2": "Suite 820", "city": "San Diego", "state": "CA", "zip": "92108", "phone": "800-635-0472" } , { "latitude": "34.4404", "longitude":"-119.746435", "branchName": "Santa Barbara", "addressLine1": "3793 State Street", "addressLine2": "", "city": "Santa Barbara", "state": "CA", "zip": "93105", "phone": "800-622-0603" } , { "latitude": "34.0253", "longitude":"-118.490799", "branchName": "Santa Monica", "addressLine1": "1200 Wilshire Boulevard", "addressLine2": "", "city": "Santa Monica", "state": "CA", "zip": "90403", "phone": "800-873-5131" } , { "latitude": "33.7845", "longitude":"-118.07234", "branchName": "Seal Beach", "addressLine1": "12201 Seal Beach Boulevard", "addressLine2": "", "city": "Seal Beach", "state": "CA", "zip": "90740", "phone": "800-544-7558" } , { "latitude": "34.160528", "longitude":"-118.823134", "branchName": "Thousand Oaks", "addressLine1": "111 South Westlake Boulevard", "addressLine2": "#103", "city": "Thousand Oaks", "state": "CA", "zip": "91362", "phone": "800-381-6154" } ], "areaServedImage": "https://www.fidelity.com/bin-public/060_www_fidelity_com/images/branches/localpursuits/map_luke.vance_1x.png" }, "biography": [ { "subheader": "How I work with clients", "text": "

As a Regional Brokerage Consultant, I collaborate with Fidelity’s Southern California clients to develop income and protection strategies using fixed income instruments. I believe every investor should have access to the tools and information needed to make investment decisions that work for them. Often, the most powerful tool is a team of dedicated financial professionals who are co-committed to your personal vision for financial success. That is why I am so passionate about understanding where you want to go and showing how you can get there using the most powerful resources in the industry.

" } , { "subheader": "Experience", "text": "" } , { "subheader": "Qualifications", "text": "" } ] } , { "authorName": "Matt Wells", "authorTitle": "Fixed Income Regional Brokerage Consultant", "organization": "Fidelity", "logo": "", "headshot": "https://www.fidelity.com/bin-public/060_www_fidelity_com/images/branches/localpursuits/photo_matt.wells_1x.png", "shortbio": "", "longbio": "", "phoneNumber": "" , "appointmentLink": "https://digital.fidelity.com/prgw/digital/dasux/launch/meet-with?advisor=5818007&appointmentSource=DAS-RBC-BIO", "branchServed": { "focusArea": ["Bond portfolio analysis","Fidelity platform overview","Fixed income (individual bonds and funds)","Fixed income education","Fixed income market discussions","Fixed income strategies","Interest rate and duration discussions"], "branchs": [ { "latitude": "38.80444", "longitude":"-77.06069", "branchName": "Alexandria", "addressLine1": "1725 Duke Street", "addressLine2": "Suite GR05", "city": "Alexandria", "state": "VA", "zip": "22314", "phone": "800-367-1059" } , { "latitude": "38.981251", "longitude":"-76.542375", "branchName": "Annapolis", "addressLine1": "1901 Towne Centre Boulevard", "addressLine2": "Suite 135", "city": "Annapolis", "state": "MD", "zip": "21401", "phone": "800-544-1441" } , { "latitude": "38.8795", "longitude":"-77.1101", "branchName": "Arlington", "addressLine1": "4000 Wilson Boulevard ", "addressLine2": "Suite A ", "city": "Arlington", "state": "VA", "zip": "22203", "phone": "800-544-3193" } , { "latitude": "35.0637322", "longitude":"-80.7735204", "branchName": "Ballantyne", "addressLine1": "5335 Ballantyne Commons Parkway", "addressLine2": "Suite 100", "city": "Charlotte", "state": "NC", "zip": "28277", "phone": "833-996-2279" } , { "latitude": "38.9853", "longitude":"-77.0953", "branchName": "Bethesda", "addressLine1": "7501 Wisconsin Avenue ", "addressLine2": "Suite 150W", "city": "Bethesda", "state": "MD", "zip": "20814", "phone": "800-531-2419" } , { "latitude": "35.7392216", "longitude":"-78.7752787", "branchName": "Cary", "addressLine1": "580 New Waverly Place", "addressLine2": "Suite 240", "city": "Cary", "state": "NC", "zip": "27518", "phone": "800-814-5072" } , { "latitude": "35.149303", "longitude":"-80.830371", "branchName": "Charlotte", "addressLine1": "4611 Sharon Road", "addressLine2": "Suite 125", "city": "Charlotte", "state": "NC", "zip": "28211", "phone": "800-275-6799" } , { "latitude": "39.214725", "longitude":"-76.8654386", "branchName": "Columbia", "addressLine1": "10101 Twin Rivers Road", "addressLine2": "Suite C2-105", "city": "Columbia", "state": "MD", "zip": "21044", "phone": "888-745-1468" } , { "latitude": "35.900979", "longitude":"-78.939451", "branchName": "Durham", "addressLine1": "7011 Fayetteville Road ", "addressLine2": "Suite 110", "city": "Durham", "state": "NC", "zip": "27713", "phone": "800-987-1404" } , { "latitude": "36.085209", "longitude":"-79.828564", "branchName": "Greensboro", "addressLine1": "609 Green Valley Road", "addressLine2": "", "city": "Greensboro", "state": "NC", "zip": "27408", "phone": "800-544-2141" } , { "latitude": "34.8478", "longitude":"-82.40034", "branchName": "Greenville", "addressLine1": "210 South Main Street", "addressLine2": "", "city": "Greenville", "state": "SC", "zip": "29601", "phone": "800-223-7729" } , { "latitude": "35.4445207", "longitude":"-80.8810294", "branchName": "Huntersville", "addressLine1": "16740 Birkdale Commons Pkwy.", "addressLine2": "Suite 301", "city": "Huntersville", "state": "NC", "zip": "28078", "phone": "800-622-9980" } , { "latitude": "39.0500951", "longitude":"-77.4561135", "branchName": "Ashburn", "addressLine1": "20465 Exchange Street", "addressLine2": "", "city": "Ashburn", "state": "VA", "zip": "20147", "phone": "800-622-0760" } , { "latitude": "35.844132", "longitude":"-78.68378", "branchName": "Raleigh", "addressLine1": "4509 Creedmoor Road, Suite 101", "addressLine2": "", "city": "Raleigh", "state": "NC", "zip": "27612", "phone": "800-532-5909" } , { "latitude": "38.95786", "longitude":"-77.35891", "branchName": "Reston", "addressLine1": "11957 Democracy Drive", "addressLine2": "", "city": "Reston", "state": "VA", "zip": "20190", "phone": "800-227-0584" } , { "latitude": "37.64893", "longitude":"-77.59902", "branchName": "Richmond", "addressLine1": "11114 West Broad Street", "addressLine2": "", "city": "Glen Allen", "state": "VA", "zip": "23060", "phone": "800-225-6449" } , { "latitude": "37.511308", "longitude":"-77.6980954", "branchName": "Richmond South", "addressLine1": "15521 Midlothian Turnpike", "addressLine2": "Suite 101", "city": "Midlothian", "state": "VA", "zip": "23113", "phone": "800-814-4807" } , { "latitude": "39.1136495", "longitude":"-77.1726249", "branchName": "Rockville", "addressLine1": "402 King Farm Blvd", "addressLine2": "Suite 150", "city": "Rockville", "state": "MD", "zip": "20850", "phone": "301-354-4889" } , { "latitude": "39.40221", "longitude":"-76.602963", "branchName": "Towson", "addressLine1": "610 York Road", "addressLine2": "", "city": "Towson", "state": "MD", "zip": "21204", "phone": "800-451-2620" } , { "latitude": "38.916", "longitude":"-77.2255", "branchName": "Tysons Corner", "addressLine1": "1861 International Drive", "addressLine2": "", "city": "McLean", "state": "VA", "zip": "22102", "phone": "800-543-8736" } , { "latitude": "36.842420", "longitude":"-76.131700", "branchName": "Virginia Beach", "addressLine1": "4500 Main Street", "addressLine2": "Suite 100", "city": "Virginia Beach", "state": "VA", "zip": "23462", "phone": "800-622-9089" } , { "latitude": "38.9024", "longitude":"-77.044098", "branchName": "Washington DC", "addressLine1": "1900 K Street Northwest", "addressLine2": "Suite 110", "city": "Washington", "state": "DC", "zip": "20006", "phone": "800-854-2832" } , { "latitude": "36.0903233", "longitude":"-80.28752", "branchName": "Winston-Salem", "addressLine1": "380 Knollwood Street ", "addressLine2": "Suite 740", "city": "Winston-Salem", "state": "NC", "zip": "27103", "phone": "800-409-6047" } ], "areaServedImage": "https://www.fidelity.com/bin-public/060_www_fidelity_com/images/branches/localpursuits/map_matt.wells_2x.png" }, "biography": [ { "subheader": "How I work with clients", "text": "

As a fixed income regional brokerage consultant, I work with you to deepen your understanding around the tools and resources that Fidelity offers for the construction and management of your fixed income portfolio. I work closely with your local financial consultant and offer regional webinars on a variety of fixed income investing topics. Please don't hesitate to schedule time for a consultation—I look forward to helping you create the ideal strategy for achieving your goals and fixed income objectives.

" } , { "subheader": "Experience", "text": "" } , { "subheader": "Qualifications", "text": "" } ] } , { "authorName": "Michael McCrary", "authorTitle": "Regional Brokerage Consultant", "organization": "Fidelity", "logo": "", "headshot": "https://www.fidelity.com/bin-public/060_www_fidelity_com/images/branches/localpursuits/photo_michael.mccrary_1x.png", "shortbio": "", "longbio": "", "phoneNumber": "" , "appointmentLink": "https://digital.fidelity.com/prgw/digital/dasux/launch/meet-with?advisor=4291395&appointmentSource=DAS-RBC-BIO", "branchServed": { "focusArea": ["Alternative investments","Exchange traded products","Fidelity platform overview","Lending solutions","Options education and research","Risk management","Sector investing","Stock screening and idea generation","Trading tools and online research"], "branchs": [ { "latitude": "34.0672735", "longitude":"-84.2780494", "branchName": "Alpharetta", "addressLine1": "11800 Amber Park Drive", "addressLine2": "Suite 140", "city": "Alpharetta", "state": "GA", "zip": "30009", "phone": "800-544-7472" } , { "latitude": "33.854473", "longitude":"-84.3611099", "branchName": "Atlanta Buckhead", "addressLine1": "3630 Peachtree Road NE", "addressLine2": "Suite 100", "city": "Atlanta", "state": "GA", "zip": "30326", "phone": "800-543-2158" } , { "latitude": "33.924926", "longitude":"-84.336461", "branchName": "Atlanta Dunwoody", "addressLine1": "4505 Ashford Dunwoody Road NE ", "addressLine2": "Suite 4", "city": "Atlanta", "state": "GA", "zip": "30346", "phone": "800-526-7169" } , { "latitude": "26.36564", "longitude":"-80.10979", "branchName": "Boca Raton", "addressLine1": "1400 Glades Road", "addressLine2": "Unit 180", "city": "Boca Raton", "state": "FL", "zip": "33431", "phone": "800-544-8237" } , { "latitude": "25.752358", "longitude":"-80.257175", "branchName": "Coral Gables", "addressLine1": "121 Alhambra Plaza", "addressLine2": "Suite 150", "city": "Coral Gables", "state": "FL", "zip": "33134", "phone": "800-552-7389" } , { "latitude": "26.1274024", "longitude":"-80.1373788", "branchName": "Fort Lauderdale", "addressLine1": "450 North Federal Highway", "addressLine2": "Suite 200", "city": "Ft. Lauderdale", "state": "FL", "zip": "33301", "phone": "800-535-9051" } , { "latitude": "36.1550272", "longitude":"-86.7959669", "branchName": "Nashville", "addressLine1": "1610 West End Avenue", "addressLine2": "Suite 103", "city": "Nashville", "state": "TN", "zip": "37203", "phone": "629-208-5403" } , { "latitude": "35.93942", "longitude":"-86.82617", "branchName": "Franklin", "addressLine1": "4031 Aspen Grove Dr Suite 490", "addressLine2": "", "city": "Franklin", "state": "TN", "zip": "37067", "phone": "800-622-9650" } , { "latitude": "26.845084", "longitude":"-80.089768", "branchName": "Palm Beach Gardens", "addressLine1": "3501 PGA Boulevard", "addressLine2": "Suite 100", "city": "Palm Beach Gardens", "state": "FL", "zip": "33410", "phone": "800-553-3292" } ], "areaServedImage": "https://www.fidelity.com/bin-public/060_www_fidelity_com/images/branches/localpursuits/MapMcCrary-new.png" }, "biography": [ { "subheader": "How I work with clients", "text": "

As a Regional Brokerage Consultant, I support our Financial Consultants and their self-directed clients. Working together, I will help you better understand investing strategies and how to leverage Fidelity's trading and research tools so you can make more informed decisions. I typically meet with clients 1:1 and conduct local seminars covering a wide range of investment topics to help them feel more confident with their investing decisions.

" } , { "subheader": "Experience", "text": "" } , { "subheader": "Qualifications", "text": "" } ] } , { "authorName": "Mike Hodapp", "authorTitle": "Fixed Income Regional Brokerage Consultant", "organization": "Fidelity", "logo": "", "headshot": "https://www.fidelity.com/bin-public/060_www_fidelity_com/images/branches/localpursuits/photo_michael.hodapp_1x.png", "shortbio": "", "longbio": "", "phoneNumber": "" , "appointmentLink": "https://digital.fidelity.com/prgw/digital/dasux/launch/meet-with?advisor=4176901&appointmentSource=DAS-RBC-BIO", "branchServed": { "focusArea": ["Bond portfolio analysis","Fidelity platform overview","Fixed income (individual bonds and funds)","Fixed income education","Fixed income market discussions","Fixed income strategies","Interest rate and duration discussions"], "branchs": [ { "latitude": "40.5740", "longitude":"-74.6698", "branchName": "Bridgewater", "addressLine1": "750 Route 202 S.", "addressLine2": "Suite 110", "city": "Bridgewater", "state": "NJ", "zip": "08807", "phone": "800-544-0778" } , { "latitude": "40.2311", "longitude":"-75.136489", "branchName": "Bucks County", "addressLine1": "1520 Main Street ", "addressLine2": "Suite 201", "city": "Warrington", "state": "PA", "zip": "18976", "phone": "800-443-1117" } , { "latitude": "41.1783903", "longitude":"-73.7555059", "branchName": "Chappaqua", "addressLine1": "480 Bedford Road", "addressLine2": "", "city": "Chappaqua", "state": "NY", "zip": "10514", "phone": "800-544-3703" } , { "latitude": "40.036495", "longitude":"-75.352005", "branchName": "Villanova", "addressLine1": "797 East Lancaster Avenue", "addressLine2": "Suite 100", "city": "Villanova", "state": "PA", "zip": "19085", "phone": "610-992-1230" } , { "latitude": "40.5603392", "longitude":"-75.4115045", "branchName": "Lehigh Valley", "addressLine1": "2945 Center Valley Parkway", "addressLine2": "Suite 311", "city": "Center Valley", "state": "PA", "zip": "18034", "phone": "800-643-8691" } , { "latitude": "40.3007715", "longitude":"-74.3028015", "branchName": "Manalapan", "addressLine1": "198 Route 9 North", "addressLine2": "", "city": "Manalapan", "state": "NJ", "zip": "07726", "phone": "833-945-4258" } , { "latitude": "39.8811", "longitude":"-74.922099", "branchName": "Marlton", "addressLine1": "501 Route 73 South", "addressLine2": "Suite N", "city": "Marlton", "state": "NJ", "zip": "08053", "phone": "800-381-2410" } , { "latitude": "40.725008", "longitude":"-74.3065", "branchName": "Millburn", "addressLine1": "150 Essex Street", "addressLine2": "", "city": "Millburn", "state": "NJ", "zip": "07041", "phone": "800-545-0323" } , { "latitude": "40.79724", "longitude":"-74.47897", "branchName": "Morristown", "addressLine1": "35 Morris Street", "addressLine2": "", "city": "Morristown", "state": "NJ", "zip": "07960", "phone": "800-544-6775" } , { "latitude": "41.096631776988055", "longitude":"-74.01589574589296", "branchName": "Nanuet", "addressLine1": "2142 Fashion Drive", "addressLine2": "", "city": "Nanuet", "state": "NY", "zip": "10954", "phone": "844-773-1477" } , { "latitude": "40.9462", "longitude":"-74.0715", "branchName": "Paramus", "addressLine1": "396 North Route 17", "addressLine2": "", "city": "Paramus", "state": "NJ", "zip": "07652", "phone": "800-722-0438" } , { "latitude": "39.953038", "longitude":"-75.169029", "branchName": "Philadelphia", "addressLine1": "1735 Market Street", "addressLine2": "Suite 118", "city": "Philadelphia", "state": "PA", "zip": "19103", "phone": "800-722-0437" } , { "latitude": "40.308873", "longitude":"-74.665268", "branchName": "Princeton", "addressLine1": "3518 Route 1 North", "addressLine2": "", "city": "Princeton", "state": "NJ", "zip": "08540", "phone": "800-544-4719" } , { "latitude": "40.333849", "longitude":"-74.063011", "branchName": "Red Bank", "addressLine1": "530 Route 35", "addressLine2": "", "city": "Shrewsbury", "state": "NJ", "zip": "07702", "phone": "800-753-0602" } , { "latitude": "40.995628", "longitude":"-73.818529", "branchName": "Scarsdale", "addressLine1": "799 Central Park Avenue", "addressLine2": "", "city": "Scarsdale", "state": "NY", "zip": "10583", "phone": "800-273-9189" } , { "latitude": "39.779296", "longitude":"-75.597211", "branchName": "Wilmington (Greenville)", "addressLine1": "4001 Kennett Pike", "addressLine2": "Suite 120", "city": "Greenville", "state": "DE", "zip": "19807", "phone": "800-201-5380" } ], "areaServedImage": "https://www.fidelity.com/bin-public/060_www_fidelity_com/images/branches/localpursuits/Map-MikeHodapp.png" }, "biography": [ { "subheader": "How I work with clients", "text": "

As a Fixed Income Regional Brokerage Consultant, I collaborate with clients and their financial consultant to construct a fixed income plan centered on the client's goals for preservation of capital and income generation. Through thoughtful listening and engagement, working with you, we'll discuss your objectives to identify additional resources or products to help you reach your goals.

" } , { "subheader": "Experience", "text": "" } , { "subheader": "Qualifications", "text": "" } ] } , { "authorName": "Nick Capano", "authorTitle": "Regional Brokerage Consultant", "organization": "Fidelity", "logo": "", "headshot": "https://www.fidelity.com/bin-public/060_www_fidelity_com/images/branches/localpursuits/photo_nick.capano_1x.png", "shortbio": "", "longbio": "", "phoneNumber": "" , "appointmentLink": "https://digital.fidelity.com/prgw/digital/dasux/launch/meet-with?advisor=6074236&appointmentSource=DAS-RBC-BIO", "branchServed": { "focusArea": ["Alternative investments","Exchange traded products","Fidelity platform overview","Lending solutions","Options education and research","Risk management","Sector investing","Stock screening and idea generation","Trading tools and online research"], "branchs": [ { "latitude": "38.80444", "longitude":"-77.06069", "branchName": "Alexandria", "addressLine1": "1725 Duke Street", "addressLine2": "Suite GR05", "city": "Alexandria", "state": "VA", "zip": "22314", "phone": "800-367-1059" } , { "latitude": "38.8795", "longitude":"-77.1101", "branchName": "Arlington", "addressLine1": "4000 Wilson Boulevard ", "addressLine2": "Suite A ", "city": "Arlington", "state": "VA", "zip": "22203", "phone": "800-544-3193" } , { "latitude": "35.0637322", "longitude":"-80.7735204", "branchName": "Ballantyne", "addressLine1": "5335 Ballantyne Commons Parkway", "addressLine2": "Suite 100", "city": "Charlotte", "state": "NC", "zip": "28277", "phone": "833-996-2279" } , { "latitude": "35.7392216", "longitude":"-78.7752787", "branchName": "Cary", "addressLine1": "580 New Waverly Place", "addressLine2": "Suite 240", "city": "Cary", "state": "NC", "zip": "27518", "phone": "800-814-5072" } , { "latitude": "35.149303", "longitude":"-80.830371", "branchName": "Charlotte", "addressLine1": "4611 Sharon Road", "addressLine2": "Suite 125", "city": "Charlotte", "state": "NC", "zip": "28211", "phone": "800-275-6799" } , { "latitude": "35.900979", "longitude":"-78.939451", "branchName": "Durham", "addressLine1": "7011 Fayetteville Road ", "addressLine2": "Suite 110", "city": "Durham", "state": "NC", "zip": "27713", "phone": "800-987-1404" } , { "latitude": "36.085209", "longitude":"-79.828564", "branchName": "Greensboro", "addressLine1": "609 Green Valley Road", "addressLine2": "", "city": "Greensboro", "state": "NC", "zip": "27408", "phone": "800-544-2141" } , { "latitude": "35.4445207", "longitude":"-80.8810294", "branchName": "Huntersville", "addressLine1": "16740 Birkdale Commons Pkwy.", "addressLine2": "Suite 301", "city": "Huntersville", "state": "NC", "zip": "28078", "phone": "800-622-9980" } , { "latitude": "39.0500951", "longitude":"-77.4561135", "branchName": "Ashburn", "addressLine1": "20465 Exchange Street", "addressLine2": "", "city": "Ashburn", "state": "VA", "zip": "20147", "phone": "800-622-0760" } , { "latitude": "35.844132", "longitude":"-78.68378", "branchName": "Raleigh", "addressLine1": "4509 Creedmoor Road, Suite 101", "addressLine2": "", "city": "Raleigh", "state": "NC", "zip": "27612", "phone": "800-532-5909" } , { "latitude": "38.95786", "longitude":"-77.35891", "branchName": "Reston", "addressLine1": "11957 Democracy Drive", "addressLine2": "", "city": "Reston", "state": "VA", "zip": "20190", "phone": "800-227-0584" } , { "latitude": "37.64893", "longitude":"-77.59902", "branchName": "Richmond", "addressLine1": "11114 West Broad Street", "addressLine2": "", "city": "Glen Allen", "state": "VA", "zip": "23060", "phone": "800-225-6449" } , { "latitude": "37.511308", "longitude":"-77.6980954", "branchName": "Richmond South", "addressLine1": "15521 Midlothian Turnpike", "addressLine2": "Suite 101", "city": "Midlothian", "state": "VA", "zip": "23113", "phone": "800-814-4807" } , { "latitude": "38.916", "longitude":"-77.2255", "branchName": "Tysons Corner", "addressLine1": "1861 International Drive", "addressLine2": "", "city": "McLean", "state": "VA", "zip": "22102", "phone": "800-543-8736" } , { "latitude": "36.842420", "longitude":"-76.131700", "branchName": "Virginia Beach", "addressLine1": "4500 Main Street", "addressLine2": "Suite 100", "city": "Virginia Beach", "state": "VA", "zip": "23462", "phone": "800-622-9089" } , { "latitude": "36.0903233", "longitude":"-80.28752", "branchName": "Winston-Salem", "addressLine1": "380 Knollwood Street ", "addressLine2": "Suite 740", "city": "Winston-Salem", "state": "NC", "zip": "27103", "phone": "800-409-6047" } ], "areaServedImage": "https://www.fidelity.com/bin-public/060_www_fidelity_com/images/branches/localpursuits/MapNickCapano.png" }, "biography": [ { "subheader": "How I work with clients", "text": "

As a Regional Brokerage Consultant, I collaborate with new and experienced investors on a range of topics. Together, we navigate the investment process and common pitfalls, effectively leveraging Fidelity’s robust resources. The intended outcome of our meetings is to empower you to make sound investment decisions and know which tools can help make wealth management easier.

" } , { "subheader": "Experience", "text": "" } , { "subheader": "Qualifications", "text": "" } ] } , { "authorName": "Rajan Vyas", "authorTitle": "Fixed Income Regional Brokerage Consultant", "organization": "Fidelity", "logo": "", "headshot": "https://www.fidelity.com/bin-public/060_www_fidelity_com/images/branches/localpursuits/photo_raj.vyas_1x.png", "shortbio": "\"\"", "longbio": "\"\"", "phoneNumber": "120120120" , "appointmentLink": "https://digital.fidelity.com/prgw/digital/dasux/launch/meet-with?advisor=2367056&appointmentSource=DAS-RBC-BIO", "branchServed": { "focusArea": ["Bond portfolio analysis","Fidelity platform overview","Fixed income (individual bonds and funds)","Fixed income education","Fixed income market discussions","Fixed income strategies","Interest rate and duration discussions"], "branchs": [ { "latitude": "37.8718", "longitude":"-122.27122", "branchName": "Berkeley", "addressLine1": "1995 University Avenue", "addressLine2": "Suite 120", "city": "Berkeley", "state": "CA", "zip": "94704", "phone": "800-225-6447" } , { "latitude": "43.61224", "longitude":"-116.28093", "branchName": "Boise", "addressLine1": "7940 West Rifleman Street", "addressLine2": "Suite 140", "city": "Boise", "state": "ID", "zip": "83704", "phone": "800-544-5180" } , { "latitude": "37.578516", "longitude":"-122.349491", "branchName": "Burlingame", "addressLine1": "1411 Chapin Avenue", "addressLine2": "", "city": "Burlingame", "state": "CA", "zip": "94010", "phone": "800-544-0220" } , { "latitude": "37.7070365", "longitude":"-121.8725182", "branchName": "Dublin", "addressLine1": "4500 A Tassajara Road", "addressLine2": "", "city": "Dublin", "state": "CA", "zip": "94568", "phone": "800-235-1310" } , { "latitude": "37.230281", "longitude":"-121.980329", "branchName": "Los Gatos", "addressLine1": "434 N. Santa Cruz Avenue", "addressLine2": "", "city": "Los Gatos", "state": "CA", "zip": "95030", "phone": "800-579-9984" } , { "latitude": "37.946908", "longitude":"-122.511859", "branchName": "Marin", "addressLine1": "601 Larkspur Landing Circle", "addressLine2": "", "city": "Larkspur", "state": "CA", "zip": "94939", "phone": "800-990-1139" } , { "latitude": "36.59697", "longitude":"-121.89425", "branchName": "Monterey", "addressLine1": "553 Munras Avenue", "addressLine2": "", "city": "Monterey", "state": "CA", "zip": "93940", "phone": "800-224-7566" } , { "latitude": "37.40083", "longitude":"-122.11261", "branchName": "Mountain View", "addressLine1": "2580 West El Camino Real", "addressLine2": "Suite 9", "city": "Mountain View", "state": "CA", "zip": "94040", "phone": "800-367-0355" } , { "latitude": "40.275043", "longitude":"-111.677421", "branchName": "Orem", "addressLine1": "740 East 1200 South", "addressLine2": "", "city": "Orem", "state": "UT", "zip": "84097", "phone": "800-544-4506" } , { "latitude": "37.445375", "longitude":"-122.162124", "branchName": "Palo Alto", "addressLine1": "251 University Avenue", "addressLine2": "", "city": "Palo Alto", "state": "CA", "zip": "94301", "phone": "800-742-1566" } , { "latitude": "39.406498", "longitude":"-119.750503", "branchName": "Reno", "addressLine1": "13921 South Virginia Street", "addressLine2": "Suite 112", "city": "Reno", "state": "NV", "zip": "89511", "phone": "800-544-6414" } , { "latitude": "38.7673", "longitude":"-121.2645", "branchName": "Roseville", "addressLine1": "1220 Roseville Parkway", "addressLine2": "Suite 100", "city": "Roseville", "state": "CA", "zip": "95678", "phone": "800-987-1410" } , { "latitude": "38.574545", "longitude":"-121.412069", "branchName": "Sacramento", "addressLine1": "2277 Fair Oaks Boulevard", "addressLine2": "Suite 150", "city": "Sacramento", "state": "CA", "zip": "95825", "phone": "800-635-3441" } , { "latitude": "40.7691", "longitude":"-111.8989", "branchName": "Salt Lake City", "addressLine1": "279 West South Temple", "addressLine2": "", "city": "Salt Lake City", "state": "UT", "zip": "84101", "phone": "800-544-5586" } , { "latitude": "37.789167", "longitude":"-122.402005", "branchName": "San Francisco", "addressLine1": "8 Montgomery Street", "addressLine2": "", "city": "San Francisco", "state": "CA", "zip": "94104", "phone": "800-462-5450" } , { "latitude": "37.2947", "longitude":"-121.9329", "branchName": "San Jose", "addressLine1": "851 East Hamilton Avenue", "addressLine2": "Suite 100", "city": "Campbell", "state": "CA", "zip": "95008", "phone": "800-544-4180" } , { "latitude": "37.4157", "longitude":"-121.954368", "branchName": "North San Jose", "addressLine1": "4160 North First Street", "addressLine2": "", "city": "San Jose", "state": "CA", "zip": "95134", "phone": "800-544-2269" } , { "latitude": "37.3688", "longitude":"-122.0374", "branchName": "Sunnyvale", "addressLine1": "398 West El Camino Real", "addressLine2": "Suite 102", "city": "Sunnyvale", "state": "CA", "zip": "94087", "phone": "800-371-0613" } , { "latitude": "37.9066", "longitude":"-122.0662", "branchName": "Walnut Creek", "addressLine1": "2001 North Main Street", "addressLine2": "Suite 100", "city": "Walnut Creek", "state": "CA", "zip": "94596", "phone": "800-544-8235" } ], "areaServedImage": "https://www.fidelity.com/bin-public/060_www_fidelity_com/images/branches/localpursuits/map_raj.vyas_2x.png" }, "biography": [ { "subheader": "How I work with clients", "text": "

As a Fixed Income Regional Brokerage Consultant, I am here to help educate you on the fixed income products and resources available to you as a Fidelity client. I believe that fixed income is an essential part of a successful asset allocation and want to help inform you as you make important financial decisions.

" } , { "subheader": "Experience", "text": "" } , { "subheader": "Qualifications", "text": "" } ] , "advisor": { "quote": "\"\"", "education": "\"\"" } } , { "authorName": "Richard Scheetz", "authorTitle": "Regional Brokerage Consultant", "organization": "Fidelity", "logo": "", "headshot": "https://www.fidelity.com/bin-public/060_www_fidelity_com/images/branches/localpursuits/photo_richard.scheetz.png", "shortbio": "", "longbio": "", "phoneNumber": "" , "appointmentLink": "https://digital.fidelity.com/prgw/digital/dasux/launch/meet-with?advisor=5270746&setter=83bffb29650816e2ae5ef623764e7742", "branchServed": { "focusArea": ["Alternative investments","Exchange traded products","Fidelity platform overview","Lending solutions","Options education and research","Risk management","Sector investing","Stock screening and idea generation","Trading tools and online research"], "branchs": [ { "latitude": "35.1043", "longitude":"-106.56765", "branchName": "Albuquerque", "addressLine1": "2100 Louisiana Blvd. NE", "addressLine2": "#209", "city": "Albuquerque", "state": "NM", "zip": "87110-5413", "phone": "800-418-6291" } , { "latitude": "33.5103836", "longitude":"-112.01319", "branchName": "Phoenix-Biltmore", "addressLine1": "3240 East Camelback Road", "addressLine2": "", "city": "Phoenix", "state": "AZ", "zip": "85018", "phone": "888-745-1481" } , { "latitude": "33.3198", "longitude":"-111.963199", "branchName": "Chandler", "addressLine1": "7001 West Ray Road", "addressLine2": "", "city": "Chandler", "state": "AZ", "zip": "85226", "phone": "800-544-7095" } , { "latitude": "32.936259", "longitude":"-117.23821", "branchName": "Del Mar", "addressLine1": "11943 El Camino Real", "addressLine2": "Suite 120", "city": "San Diego", "state": "CA", "zip": "92130", "phone": "800-987-1344" } , { "latitude": "33.643526", "longitude":"-112.220376", "branchName": "Peoria", "addressLine1": "7565 W. Bell Road", "addressLine2": "", "city": "Peoria", "state": "AZ", "zip": "85382", "phone": "800-227-0629" } , { "latitude": "33.676957", "longitude":"-117.855733", "branchName": "Irvine", "addressLine1": "2211 Michelson Drive", "addressLine2": "", "city": "Irvine", "state": "CA", "zip": "92612", "phone": "800-331-5829" } , { "latitude": "33.5685", "longitude":"-117.669599", "branchName": "Mission Viejo", "addressLine1": "27101 Puerta Real", "addressLine2": "Suite 160", "city": "Mission Viejo", "state": "CA", "zip": "92691", "phone": "800-544-0204" } , { "latitude": "33.016052", "longitude":"-117.076482", "branchName": "Rancho Bernardo", "addressLine1": "16656 Bernardo Center Drive", "addressLine2": "", "city": "Rancho Bernardo", "state": "CA", "zip": "92128", "phone": "800-622-0554" } , { "latitude": "32.7708", "longitude":"-117.1562", "branchName": "San Diego", "addressLine1": "7676 Hazard Center Drive", "addressLine2": "Suite 820", "city": "San Diego", "state": "CA", "zip": "92108", "phone": "800-635-0472" } , { "latitude": "33.626417", "longitude":"-111.925499", "branchName": "Scottsdale", "addressLine1": "15445 North Scottsdale Road", "addressLine2": "", "city": "Scottsdale", "state": "AZ", "zip": "85254", "phone": "800-352-9793" } , { "latitude": "32.3232", "longitude":"-110.9304", "branchName": "Tucson", "addressLine1": "3001 East Skyline Drive", "addressLine2": "Suite 255", "city": "Tucson", "state": "AZ", "zip": "85718", "phone": "800-219-1249" } ], "areaServedImage": "https://www.fidelity.com/bin-public/060_www_fidelity_com/images/branches/localpursuits/map_richard.scheetz.png" }, "biography": [ { "subheader": "How I work with clients", "text": "

As a Regional Brokerage Consultant, I work with our financial consultants to help self-directed clients optimize the Fidelity brokerage tools and services that best align with their unique needs. I work with clients 1:1 to go over their personal objectives, and I also offer regional webinars on a range of topics. Working with you, our discussions may include portfolio construction, risk management, trading strategies, and security selection and analysis.

" } , { "subheader": "Experience", "text": "" } , { "subheader": "Qualifications", "text": "" } ] } , { "authorName": "Scott Bassler", "authorTitle": "Fixed Income Regional Brokerage Consultant", "organization": "Fidelity", "logo": "", "headshot": "https://www.fidelity.com/bin-public/060_www_fidelity_com/images/branches/localpursuits/photo_scott.bassler_1x.png", "shortbio": "", "longbio": "", "phoneNumber": "" , "appointmentLink": "https://digital.fidelity.com/prgw/digital/dasux/login?advisor=2941537&appointmentSource=DAS-RBC-BIO&redirectUrl=https://digital.fidelity.com/prgw/digital/dasux/launch/meet-with", "branchServed": { "focusArea": ["Bond portfolio analysis","Fidelity platform overview","Fixed income (individual bonds and funds)","Fixed income education","Fixed income market discussions","Fixed income strategies","Interest rate and duration discussions"], "branchs": [ { "latitude": "26.36564", "longitude":"-80.10979", "branchName": "Boca Raton", "addressLine1": "1400 Glades Road", "addressLine2": "Unit 180", "city": "Boca Raton", "state": "FL", "zip": "33431", "phone": "800-544-8237" } , { "latitude": "32.800408", "longitude":"-79.904546", "branchName": "Charleston", "addressLine1": "75 Port City Landing", "addressLine2": "Suite 410", "city": "Mount Pleasant", "state": "SC", "zip": "29464", "phone": "833-996-2280" } , { "latitude": "28.02729", "longitude":"-82.738075", "branchName": "Clearwater", "addressLine1": "28100 US Highway 19 N", "addressLine2": "Suite 100", "city": "Clearwater", "state": "FL", "zip": "33761", "phone": "800-544-2769" } , { "latitude": "25.752358", "longitude":"-80.257175", "branchName": "Coral Gables", "addressLine1": "121 Alhambra Plaza", "addressLine2": "Suite 150", "city": "Coral Gables", "state": "FL", "zip": "33134", "phone": "800-552-7389" } , { "latitude": "26.1274024", "longitude":"-80.1373788", "branchName": "Fort Lauderdale", "addressLine1": "450 North Federal Highway", "addressLine2": "Suite 200", "city": "Ft. Lauderdale", "state": "FL", "zip": "33301", "phone": "800-535-9051" } , { "latitude": "32.17783", "longitude":"-80.7277", "branchName": "Hilton Head", "addressLine1": "807 William Hilton Parkway", "addressLine2": "Suite 1301A", "city": "Hilton Head Island", "state": "SC", "zip": "29928", "phone": "800-544-8672" } , { "latitude": "30.2562", "longitude":"-81.5297", "branchName": "Jacksonville", "addressLine1": "4671 Town Center Parkway", "addressLine2": "", "city": "Jacksonville", "state": "FL", "zip": "32246", "phone": "800-873-4819" } , { "latitude": "26.210236", "longitude":"-81.799707", "branchName": "Naples", "addressLine1": "5200 Tamiami Trail North", "addressLine2": "Suite 103", "city": "Naples", "state": "FL", "zip": "34103", "phone": "800-544-6761" } , { "latitude": "28.6623", "longitude":"-81.3866", "branchName": "Orlando", "addressLine1": "175 East Altamonte Drive", "addressLine2": "Suite 1000", "city": "Altamonte Springs", "state": "FL", "zip": "32701", "phone": "800-451-7690" } , { "latitude": "26.845084", "longitude":"-80.089768", "branchName": "Palm Beach Gardens", "addressLine1": "3501 PGA Boulevard", "addressLine2": "Suite 100", "city": "Palm Beach Gardens", "state": "FL", "zip": "33410", "phone": "800-553-3292" } , { "latitude": "27.38608", "longitude":"-82.456481", "branchName": "Sarasota", "addressLine1": "201 N Cattlemen Road", "addressLine2": "", "city": "Sarasota", "state": "FL", "zip": "34243", "phone": "800-237-8826" } , { "latitude": "27.96695", "longitude":"-82.55058", "branchName": "Tampa", "addressLine1": "3000 Bayport Drive", "addressLine2": "Suite 800", "city": "Tampa", "state": "FL", "zip": "33607", "phone": "800-248-2710" } , { "latitude": "28.908244", "longitude":"-81.972927", "branchName": "The Villages", "addressLine1": "1057 Lake Sumter Landing", "addressLine2": "", "city": "The Villages", "state": "FL", "zip": "32162", "phone": "800-682-4749" } , { "latitude": "27.6536298", "longitude":"-80.3606755", "branchName": "Vero Beach", "addressLine1": "821 Beachland Blvd", "addressLine2": "", "city": "Vero Beach", "state": "FL", "zip": "32963", "phone": "800-396-9786" } ], "areaServedImage": "https://www.fidelity.com/bin-public/060_www_fidelity_com/images/branches/localpursuits/map_scott.bassler_2x.png" }, "biography": [ { "subheader": "How I work with clients", "text": "

As a Regional Brokerage Consultant, I collaborate with our self-directed fixed income investors in South Florida. We review everything from outside portfolios to overall fixed income strategy. Together, we will also review the tools and services available to help meet your goals and objectives.

" } , { "subheader": "Experience", "text": "" } , { "subheader": "Qualifications", "text": "" } ] } , { "authorName": "Steven Travali", "authorTitle": "Regional Brokerage Consultant", "organization": "Fidelity", "logo": "", "headshot": "https://www.fidelity.com/bin-public/060_www_fidelity_com/images/branches/localpursuits/photo_steven.travali_1x.png", "shortbio": "", "longbio": "", "phoneNumber": "" , "appointmentLink": "https://digital.fidelity.com/prgw/digital/dasux/launch/meet-with?advisor=4595832&appointmentSource=DAS-RBC-BIO", "branchServed": { "focusArea": ["Alternative investments","Exchange traded products","Fidelity platform overview","Lending solutions","Options education and research","Risk management","Sector investing","Stock screening and idea generation","Trading tools and online research"], "branchs": [ { "latitude": "33.9178", "longitude":"-117.887748", "branchName": "Brea Orange County", "addressLine1": "815 East Birch Street", "addressLine2": "", "city": "Brea", "state": "CA", "zip": "92821", "phone": "800-526-7251" } , { "latitude": "34.15686", "longitude":"-118.332257", "branchName": "Burbank", "addressLine1": "2900 W Alameda Avenue ", "addressLine2": "Suite 150", "city": "Burbank", "state": "CA", "zip": "91505", "phone": "800-476-4808" } , { "latitude": "33.9048934", "longitude":"-118.3933525", "branchName": "El Segundo", "addressLine1": "2009 Park Place", "addressLine2": "", "city": "El Segundo", "state": "CA", "zip": "90245", "phone": "310-343-7311" } , { "latitude": "34.058699", "longitude":"-118.415797", "branchName": "LA Century City", "addressLine1": "2000 Avenue of the Stars", "addressLine2": "", "city": "Los Angeles", "state": "CA", "zip": "90067", "phone": "800-544-5853" } , { "latitude": "34.143852", "longitude":"-118.132399", "branchName": "Pasadena", "addressLine1": "123 South Lake Avenue", "addressLine2": "", "city": "Pasadena", "state": "CA", "zip": "91101", "phone": "800-638-0620" } , { "latitude": "33.8315", "longitude":"-118.352697", "branchName": "LA South Bay", "addressLine1": "21701 Hawthorne Boulevard", "addressLine2": "", "city": "Torrance", "state": "CA", "zip": "90503", "phone": "800-779-8750" } , { "latitude": "30.1622", "longitude":"-95.461", "branchName": "The Woodlands", "addressLine1": "1701 Lake Robbins Drive", "addressLine2": "", "city": "The Woodlands", "state": "TX", "zip": "77380", "phone": "800-822-4816" } , { "latitude": "34.4404", "longitude":"-119.746435", "branchName": "Santa Barbara", "addressLine1": "3793 State Street", "addressLine2": "", "city": "Santa Barbara", "state": "CA", "zip": "93105", "phone": "800-622-0603" } , { "latitude": "34.0253", "longitude":"-118.490799", "branchName": "Santa Monica", "addressLine1": "1200 Wilshire Boulevard", "addressLine2": "", "city": "Santa Monica", "state": "CA", "zip": "90403", "phone": "800-873-5131" } , { "latitude": "33.7845", "longitude":"-118.07234", "branchName": "Seal Beach", "addressLine1": "12201 Seal Beach Boulevard", "addressLine2": "", "city": "Seal Beach", "state": "CA", "zip": "90740", "phone": "800-544-7558" } , { "latitude": "34.160528", "longitude":"-118.823134", "branchName": "Thousand Oaks", "addressLine1": "111 South Westlake Boulevard", "addressLine2": "#103", "city": "Thousand Oaks", "state": "CA", "zip": "91362", "phone": "800-381-6154" } ], "areaServedImage": "https://www.fidelity.com/bin-public/060_www_fidelity_com/images/branches/localpursuits/map_steven.travali_1x.png" }, "biography": [ { "subheader": "How I work with clients", "text": "

As a Regional Brokerage Consultant, I work with clients across southern California through 1:1 scheduled appointments in a local Fidelity branch, over the telephone, or online virtually. When working with you, our conversations can be focused, or cover a range of topics from investment philosophy and research methodology to tools and resources to help you develop and manage your portfolio and investing strategy.

" } , { "subheader": "Experience", "text": "" } , { "subheader": "Qualifications", "text": "" } ] } , { "authorName": "Thomas Maciula", "authorTitle": "Fixed Income Regional Brokerage Consultant", "organization": "Fidelity", "logo": "", "headshot": "https://www.fidelity.com/bin-public/060_www_fidelity_com/images/branches/localpursuits/photo_thomas.maciula_1x.png", "shortbio": "", "longbio": "", "phoneNumber": "" , "appointmentLink": "https://digital.fidelity.com/prgw/digital/dasux/launch/meet-with?advisor=2235868&appointmentSource=DAS-RBC-BIO", "branchServed": { "focusArea": ["Bond portfolio analysis","Fidelity platform overview","Fixed income (individual bonds and funds)","Fixed income education","Fixed income market discussions","Fixed income strategies","Interest rate and duration discussions"], "branchs": [ { "latitude": "30.4009417", "longitude":"-97.7192643", "branchName": "Austin Domain", "addressLine1": "11501 Alterra Parkway", "addressLine2": "Suite 115", "city": "Austin", "state": "TX", "zip": "78758", "phone": "800-544-7815" } , { "latitude": "30.26961", "longitude":"-97.75472", "branchName": "Austin Downtown", "addressLine1": "405 N. Lamar Boulevard", "addressLine2": "", "city": "Austin", "state": "TX", "zip": "78703", "phone": "800-237-8827" } , { "latitude": "32.8654", "longitude":"-96.801799", "branchName": "Dallas", "addressLine1": "4001 Northwest Parkway", "addressLine2": "", "city": "Dallas", "state": "TX", "zip": "75225", "phone": "800-358-5204" } , { "latitude": "32.751125", "longitude":"-97.358978", "branchName": "Ft. Worth", "addressLine1": "2933 West 7th Street", "addressLine2": "", "city": "Ft. Worth", "state": "TX", "zip": "76107", "phone": "800-224-6561" } , { "latitude": "29.74142", "longitude":"-95.45189", "branchName": "Houston Highland Village", "addressLine1": "4410 Westheimer Road", "addressLine2": "", "city": "Houston", "state": "TX", "zip": "77027", "phone": "800-367-7516" } , { "latitude": "29.9813556", "longitude":"-95.510809", "branchName": "Houston Champion Forest", "addressLine1": "5322 FM 1960 Road West", "addressLine2": "", "city": "Houston", "state": "TX", "zip": "77069", "phone": "800-790-9963" } , { "latitude": "29.766278", "longitude":"-95.551007", "branchName": "Houston Memorial", "addressLine1": "12532 Memorial Drive", "addressLine2": "", "city": "Houston", "state": "TX", "zip": "77024", "phone": "800-572-7011" } , { "latitude": "29.5482809", "longitude":"-95.149917", "branchName": "Houston-Baybrook", "addressLine1": "18710 Gulf Freeway ", "addressLine2": "", "city": "Friendswood", "state": "TX", "zip": "77546", "phone": "800-544-6497" } , { "latitude": "32.9029188", "longitude":"-96.9589328", "branchName": "Irving – Las Colinas", "addressLine1": "6731 N MacArthur Blvd", "addressLine2": "Suite 100", "city": "Irving", "state": "TX", "zip": "75039", "phone": "800-526-7249" } , { "latitude": "29.743996", "longitude":"-95.769962", "branchName": "Katy", "addressLine1": "23233 Cinco Ranch Boulevard", "addressLine2": "Suite 125", "city": "Katy", "state": "TX", "zip": "77494", "phone": "800-544-3063" } , { "latitude": "35.5372404", "longitude":"-97.5329267", "branchName": "Oklahoma City", "addressLine1": "1125 NW 63rd St", "addressLine2": "Suite A", "city": "Nichols Hills", "state": "OK", "zip": "73116", "phone": "833-655-0857" } , { "latitude": "33.078358", "longitude":"-96.8256437", "branchName": "Plano", "addressLine1": "5905 Legacy Drive", "addressLine2": "Suite A100", "city": "Plano", "state": "TX", "zip": "75024", "phone": "800-544-8645" } , { "latitude": "29.609478", "longitude":"-98.489497", "branchName": "San Antonio", "addressLine1": "139 N. Loop 1604 E.", "addressLine2": "Suite 103", "city": "San Antonio", "state": "TX", "zip": "78232", "phone": "800-272-7569" } , { "latitude": "32.9412878", "longitude":"-97.1272653", "branchName": "Southlake", "addressLine1": "1540 East Southlake Blvd", "addressLine2": "", "city": "Southlake", "state": "TX", "zip": "76092", "phone": "800-622-0102" } , { "latitude": "29.604411", "longitude":"-95.616997", "branchName": "Sugar Land", "addressLine1": "15600 Southwest Freeway", "addressLine2": "", "city": "Sugar Land", "state": "TX", "zip": "77478", "phone": "800-227-0626" } , { "latitude": "29.710532", "longitude":"-95.400286", "branchName": "Texas Medical Center", "addressLine1": "6560 Fannin Street", "addressLine2": "Suite 200", "city": "Houston", "state": "TX", "zip": "77030", "phone": "800-418-6821" } , { "latitude": "30.1622", "longitude":"-95.461", "branchName": "The Woodlands", "addressLine1": "1701 Lake Robbins Drive", "addressLine2": "", "city": "The Woodlands", "state": "TX", "zip": "77380", "phone": "800-822-4816" } , { "latitude": "36.133983", "longitude":"-95.958249", "branchName": "Tulsa", "addressLine1": "2020 South Lewis Avenue", "addressLine2": "Suite 100", "city": "Tulsa", "state": "OK", "zip": "74104", "phone": "800-544-3036" } ], "areaServedImage": "https://www.fidelity.com/bin-public/060_www_fidelity_com/images/branches/localpursuits/map_thomas.maciula_2x.png" }, "biography": [ { "subheader": "How I work with clients", "text": "

As a Fixed Income Regional Brokerage Consultant, I educate clients and prospects in Texas and Oklahoma about Fidelity's fixed income platform, with emphasis on strategies and the value proposition we offer. Working closely with our team of fixed income traders, I conduct portfolio reviews, and can help you leverage our robust municipal underwriting offering.

" } , { "subheader": "Experience", "text": "" } , { "subheader": "Qualifications", "text": "" } ] } , { "authorName": "Tim Haines", "authorTitle": "Fixed Income Regional Brokerage Consultant", "organization": "Fidelity", "logo": "", "headshot": "https://www.fidelity.com/bin-public/060_www_fidelity_com/images/branches/localpursuits/PPic-TimHaines.png", "shortbio": "", "longbio": "", "phoneNumber": "" , "appointmentLink": "https://digital.fidelity.com/prgw/digital/dasux/launch/meet-with?advisor=4678185&appointmentSource=DAS-RBC-BIO", "branchServed": { "focusArea": ["Bond portfolio analysis","Fidelity platform overview","Fixed income (individual bonds and funds)","Fixed income education","Fixed income market discussions","Fixed income strategies","Interest rate and duration discussions"], "branchs": [ { "latitude": "42.2438", "longitude":"-83.740098", "branchName": "Ann Arbor", "addressLine1": "500 East Eisenhower Parkway", "addressLine2": "Suite 100", "city": "Ann Arbor", "state": "MI", "zip": "48108", "phone": "800-624-2286" } , { "latitude": "38.65404", "longitude":"-90.55484", "branchName": "Chesterfield", "addressLine1": "16090 Swingley Ridge Road", "addressLine2": "Suite 100", "city": "Chesterfield", "state": "MO", "zip": "63017", "phone": "800-544-2270" } , { "latitude": "41.8894", "longitude":"-87.623999", "branchName": "Chicago Gold Coast", "addressLine1": "401 North Michigan Avenue", "addressLine2": "Suite 100", "city": "Chicago", "state": "IL", "zip": "60611", "phone": "800-952-3053" } , { "latitude": "41.882002", "longitude":"-87.632299", "branchName": "Chicago North LaSalle", "addressLine1": "1 North LaSalle Street", "addressLine2": "Suite 100", "city": "Chicago", "state": "IL", "zip": "60602", "phone": "800-621-9222" } , { "latitude": "42.1620686", "longitude":"-88.0540414", "branchName": "Deer Park", "addressLine1": "20530 Rand Rd", "addressLine2": "Suite 448 ", "city": "Deer Park", "state": "IL", "zip": "60010", "phone": "(833) 945-4259" } , { "latitude": "42.0483649", "longitude":"-87.6827004", "branchName": "Evanston", "addressLine1": "808 Church Street", "addressLine2": "", "city": "Evanston", "state": "IL", "zip": "60201", "phone": "800-325-1105" } , { "latitude": "42.5094", "longitude":"-83.3232", "branchName": "Farmington Hills", "addressLine1": "30200 Northwestern Highway", "addressLine2": "", "city": "Farmington Hills", "state": "MI", "zip": "48334", "phone": "800-343-9631" } , { "latitude": "41.8760843", "longitude":"-88.3397343", "branchName": "Geneva", "addressLine1": "987 South Randall Road", "addressLine2": "", "city": "Geneva", "state": "IL", "zip": "60134", "phone": "800-367-1131" } , { "latitude": "42.9369499", "longitude":"-83.6400708", "branchName": "Grand Blanc", "addressLine1": "10811 South Saginaw Street", "addressLine2": "Suite A", "city": "Grand Blanc", "state": "MI", "zip": "48439", "phone": "800-222-5765" } , { "latitude": "42.912533", "longitude":"-85.581383", "branchName": "Grand Rapids", "addressLine1": "3480 28th Street SE", "addressLine2": "", "city": "Grand Rapids", "state": "MI", "zip": "49512", "phone": "800-221-1193" } , { "latitude": "42.1529", "longitude":"-87.8015", "branchName": "Highland Park", "addressLine1": "1 Skokie Valley Road", "addressLine2": "", "city": "Highland Park", "state": "IL", "zip": "60035", "phone": "800-325-1105" } , { "latitude": "38.9244191", "longitude":"-94.6516909", "branchName": "Kansas City", "addressLine1": "11200 Nall Ave", "addressLine2": "", "city": "Overland Park", "state": "KS", "zip": "66211", "phone": "800-633-8703" } , { "latitude": "43.09012", "longitude":"-89.522895", "branchName": "Madison", "addressLine1": "8235 Greenway Boulevard", "addressLine2": "", "city": "Middleton", "state": "WI", "zip": "53562", "phone": "800-482-0271" } , { "latitude": "43.2304067", "longitude":"-87.9235047", "branchName": "Mequon", "addressLine1": "11721 N. Port Washington Road", "addressLine2": "Suite 100 ", "city": "Mequon", "state": "WI", "zip": "53092", "phone": "833-945-4257" } , { "latitude": "43.0364", "longitude":"-88.1128", "branchName": "Milwaukee", "addressLine1": "16020 West Bluemound Road", "addressLine2": "", "city": "Brookfield", "state": "WI", "zip": "53005", "phone": "800-992-3130" } , { "latitude": "44.861385", "longitude":"-93.328899", "branchName": "Edina", "addressLine1": "7740 France Avenue South", "addressLine2": "", "city": "Edina", "state": "MN", "zip": "55435", "phone": "800-543-2165" } , { "latitude": "44.971441", "longitude":"-93.425464", "branchName": "Minnetonka", "addressLine1": "11450 Wayzata Boulevard", "addressLine2": "", "city": "Minnetonka", "state": "MN", "zip": "55305", "phone": "800-409-6485" } , { "latitude": "41.802632", "longitude":"-88.126101", "branchName": "Naperville", "addressLine1": "1823 Freedom Drive", "addressLine2": "", "city": "Naperville", "state": "IL", "zip": "60563", "phone": "800-371-6973" } , { "latitude": "42.4959983", "longitude":"-83.4872336", "branchName": "Novi", "addressLine1": "44244 W 12 Mile Rd", "addressLine2": "Suite 100", "city": "Novi", "state": "MI", "zip": "48377", "phone": "800-544-1750" } , { "latitude": "41.8459", "longitude":"-87.9553", "branchName": "Oak Brook", "addressLine1": "1415 West 22nd Street", "addressLine2": "Suite 100", "city": "Oak Brook", "state": "IL", "zip": "60523", "phone": "800-526-7260" } , { "latitude": "44.950811", "longitude":"-92.935896", "branchName": "Oakdale", "addressLine1": "8342 3rd Street North", "addressLine2": "", "city": "Oakdale", "state": "MN", "zip": "55128", "phone": "800-381-1892" } , { "latitude": "41.615767", "longitude":"-87.853136", "branchName": "Orland Park", "addressLine1": "15105 S. LaGrange Road", "addressLine2": "", "city": "Orland Park", "state": "IL", "zip": "60462", "phone": "800-381-6153" } , { "latitude": "42.051", "longitude":"-88.0381", "branchName": "Schaumburg", "addressLine1": "1572 East Golf Road", "addressLine2": "", "city": "Schaumburg", "state": "IL", "zip": "60173", "phone": "800-521-5650" } , { "latitude": "38.6319", "longitude":"-90.4056", "branchName": "Ladue", "addressLine1": "1524 South Lindbergh Boulevard", "addressLine2": "", "city": "St. Louis", "state": "MO", "zip": "63131", "phone": "800-777-1910" } , { "latitude": "42.562106", "longitude":"-83.162473", "branchName": "Troy", "addressLine1": "778 W. Big Beaver Rd.", "addressLine2": "", "city": "Troy", "state": "MI", "zip": "48084", "phone": "800-682-4746" } ], "areaServedImage": "https://www.fidelity.com/bin-public/060_www_fidelity_com/images/branches/localpursuits/MapTimHaines.png" }, "biography": [ { "subheader": "How I work with clients", "text": "

As a Fixed Income Regional Brokerage Consultant, I regularly conduct meetings with clients to educate them on the fixed income markets, products, and tools Fidelity has to offer. One of my core business beliefs is that a fixed income strategy can work in every interest rate environment with the right planning and guidance. My goal is to make sure you leave our meeting better educated, more informed, and comfortable implementing the fixed income strategy that best suits your objective.

" } , { "subheader": "Experience", "text": "" } , { "subheader": "Qualifications", "text": "" } ] } ]