Sarah Fitzwater

Advisor at Fidelity

Updated today
Fidelity logo

Firm

Fidelity

Location

Northfield, NH

Credentials

Series 66

Industry experience

4 years

About

Sarah Fitzwater is a Financial Consultant at Fidelity Investments, where she has been working since 2024. She has progressed through various roles within the company, starting as an Investment Solutions Representative I in 2021 and advancing to her current position.

Her experience encompasses multiple levels of investment solutions representation, providing her with a comprehensive understanding of financial planning and client relations. Sarah holds insurance licenses in Arkansas and California, supporting her ability to address diverse client needs.

Outside of her professional work, Sarah enjoys outdoor activities such as camping, gardening, hiking, kayaking, and traveling.

Client services

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

Expertise

Wealth management

Work history

Fidelity Investments

2025 - Present (1 year)

fidelity Investments

2021 - Present (5 years)

Enterprise Associates - CCS Companies

2018 - 2021 (3 years)

PETSMART

2017 - 2018 (1 year)

Doggie District Daycare, Training, and Boarding

2017 - 2017 (1 year)

Mercedes Benz Dealership

2016 - 2017 (1 year)

Romano's Pizza

2016 - 2016 (1 year)

Zoey's Pizza

2016 - 2016 (1 year)

Pizza hut

2015 - 2016 (1 year)

Manchester Memorial High School

2013 - 2016 (3 years)

Disclosures

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

Business activities & affiliations

Andrew X

Series 63, Series 66

Warner, NH

Fidelity

Andy Xenakis is Vice President and Branch Leader at Fidelity Investments, where he leads a team of financial advisors focused on understanding the financial needs and priorities of individuals and families. He collaborates with clients to build and maintain financial plans aimed at achieving their goals. Andy has held various roles at Fidelity Investments since 2009, including Regional Vice President of Managed Accounts, Regional Planning Consultant, Investment Solutions Consultant for Managed Accounts, and Retirement Relationship Manager. His extensive experience spans financial representation, retirement solutions, investment solutions, and managed accounts. His career at Fidelity Investments demonstrates a progression of leadership and expertise in financial advisory services, supporting clients through comprehensive financial planning and investment management.

Wealth management Retirement income strategy General retirement planning Income planning

Mariah E

Series 63, Series 66

Loudon, NH

Fidelity

Mariah Elkins is a Planning Consultant at Fidelity Investments, a role she has held since 2024. She has been with Fidelity Investments since 2020, progressing through various positions including Relationship Manager, Managed Account Support Specialist, High Net Worth Associate, and Customer Relationship Advocate. Her experience encompasses client relationship management and support within the financial services industry. Mariah holds insurance licenses in Arkansas and California. Outside of her professional role, Mariah has interests in golf, reading, skiing, surfing, tennis, and traveling.

General retirement planning Wealth management

Rebecca M

Series 63, Series 66

Webster, NH

Fidelity

Rebecca Moody is a Planning Consultant at Fidelity Investments, a role she has held since 2023. She is committed to building trust-based relationships with clients to help them pursue their financial goals, address challenges, and implement financial plans effectively. Rebecca has experience in various positions at Fidelity Investments, including Investment Solutions Representative II - Fixed Income, Investment Solutions Representative, and Customer Relationship Advocate, spanning from 2021 to 2023. She holds a California Insurance License. Outside of her professional work, Rebecca's personal interests include golf, hiking, parenthood, pilates, snowboarding, and volunteering.

Wealth management

Jason P

Series 66

Laconia, NH

Edward Jones

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations General retirement planning Wealth management Military & Veterans Founder/Business Owner
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Maurice P

Series 63, Series 65, Series 66

Tilton, NH

MHP Asset Management

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Brandon A

Series 63, Series 65

Tilton, NH

The Ivy League Advisory Group, LLC

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