Lynne Jennings

Advisor at Fidelity

Updated today
Fidelity logo

Firm

Fidelity

Location

Powhatan, VA

Credentials

Series 63, Series 66

Industry experience

32 years

About

Lynne Jennings serves as a Wealth Management Senior Relationship Manager at Fidelity Investments. In her current role, she focuses on providing customized services to sophisticated clients, aiming to support their long-term financial well-being through tailored, high-touch relationships.

Her professional experience spans over three decades in the financial industry, including positions such as Vice President and Branch Leader at Fidelity Investments from 2016 to 2022, Senior Relationship Manager at Fidelity Investments from 2010 to 2016, and various trading and account management roles at firms including Wachovia Securities First Clearing Corp, GE Financial Capital Brokerage, Wheat First Union Capital Markets, and Branch Cabell and Co.

No information regarding her education, credentials, personal interests, or community involvement has been provided.

Client services

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops Provider of model portfolios

Expertise

Wealth management Active portfolio management

Work history

Fidelity Investments

2025 - Present (1 year)

Fidelity Personal and Workplace Advisors

2018 - Present (8 years)

Fidelity Investments

2010 - Present (16 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Jonathan H

CFP®

Midlothian, VA

Hussmen Financial

Being the son of a CPA, I have always had a keen interest in finance. Along with my other two siblings, I spent a few tax seasons in my father’s office helping where I could and learning the basics of the tax universe. After my time at Virginia Tech, I spent 5 years in Northern Virginia in the hospitality industry, from country clubs to selling wine (fun!!). After the arrival of my first daughter, my wife, Emily, and I returned to our roots in Richmond. I joined his father at his firm in 2018 and made quick work of learning the financial planning world. My goal is to take the questions and stress out of my clients' financial situation, so they can live the life they’ve always wanted. I believe that everyone should have access to a financial planner, whether they have substantial assets, or are just starting to save. You’ve got questions, the Hussmen have the answers!

General tax planning Young Families Gen Y/Millennials (Born 1980-1995)

Joseph B

Series 66

Midlothian, VA

Fidelity

Graham Boggio is a Financial Consultant currently working at Fidelity Investments. He has held various roles within Fidelity, including Investment Consultant and Financial Representative, since 2021. Prior to joining Fidelity, he worked as a Financial Services Professional at MassMutual from 2019 to 2020. Graham offers personalized financial guidance tailored to clients' specific goals and assists them in making financial decisions aligned with their needs. His professional experience encompasses a range of financial advisory roles, providing him with a foundation to support clients effectively. Outside of his professional work, Graham has interests in baseball, golf, traveling, and is a food enthusiast.

Wealth management

Mathew R

Series 66

Midlothian, VA

Edward Jones

Retirement income strategy Business exit / sale strategy Business ownership considerations General estate planning guidance Wealth management

Jody B

Series 63, Series 66

Midlothian, VA

Fidelity

Jody Bellew is a Vice President and Financial Consultant at Fidelity Investments. In this role, Jody collaborates with clients to develop financial plans that balance maintaining their current lifestyle with preparing for their future. This involves creating customized plans focused on clients and their families, utilizing a broad range of tools and resources. Jody has been with Fidelity Investments since 2005, holding various roles including Service Trading Representative, Investment Consultant, Fixed Income Consultant, Senior Financial Consultant, Retirement Solutions Representative, and Regional Planning Consultant. This extensive experience has contributed to Jody's expertise in financial consulting and planning. No additional information regarding education, credentials, personal interests, or community involvement has been provided.

General retirement planning Income planning Retirement income strategy

Andrea N

Series 66

Midlothian, VA

Fidelity

Andrea Neudecker is a Planning Consultant at Fidelity Investments, a role she has held since 2024. In this capacity, she works closely with clients to understand their financial objectives and co-create tailored plans designed to meet their unique needs. Andrea's professional experience includes positions at Fidelity Investments as a Relationship Manager from 2023 to 2024 and as a Financial Representative from 2022 to 2023. Prior to joining Fidelity Investments, she worked as a Financial Service Representative at South State Bank from 2017 to 2022.

General retirement planning Consultant

Matthew H

Series 63, Series 66

Moseley, VA

Fidelity

Matt Handley is a Financial Consultant at Fidelity Investments, a role he has held since 2026. He works closely with clients to identify their priorities and collaborates with them through financial planning to develop strategies aimed at achieving their financial goals. Prior to this, Matt held several positions at Fidelity Investments, including Planning Consultant from 2024 to 2026, Relationship Manager from 2023 to 2024, and High Net Worth Service Associate from 2022 to 2023. In 2022, he was a Registered Representative at Centenium Advisors, LLC. Matt's approach centers on engaging clients in a collaborative financial planning process. Outside of his professional responsibilities, he enjoys family activities, football, golf, outdoor adventures, and traveling.

General retirement planning Income planning Retirement income strategy
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