Diane Thomas

Stacey Demchak is a Wealth Management Planning Consultant at Fidelity Investments. In this role, she works with clients and their families to explore their financial goals and personal stories, aiming to develop a comprehensive understanding that guides the creation of tailored wealth management plans. Stacey has been with Fidelity Investments since 2018, progressing through roles including Financial Representative, Relationship Manager, and Planning Consultant before her current position. Her experience encompasses various aspects of financial planning and client relationship management within the wealth management sector.

Britt Worrell is the Vice President and Branch Leader at Fidelity Investments, a role she has held since 2024. In this capacity, she leads a team of financial advisors who collaborate with clients to develop plans aimed at achieving their financial goals. Prior to this, she served as Assistant Branch Leader from 2022 to 2024, and has held various leadership positions within Fidelity Investments since 2018. Her experience includes roles such as Team Leader for Central Relationship Managers and Client Services, Onboarding Coach, and Senior Investments Specialist. Through these positions, Britt has gained extensive experience in managing teams and supporting client financial needs. Outside of her professional responsibilities, Britt has interests in concerts, fishing, food, movies, reading, and volunteering.

David Christian is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2022. He has been with Fidelity since 2012, progressing through roles including Financial Consultant, Investment Consultant, and Retirement Solutions Representative among others. His extensive experience at Fidelity reflects a deep understanding of wealth management and financial planning. David's approach centers on providing clients with tailored wealth management strategies aimed at benefiting them and their families both currently and in the future. He emphasizes experience, dedication, and integrity in his client relationships. David holds a California Insurance License, supporting his ability to advise clients on insurance-related financial matters.