Shania Perham

Advisor at Fidelity

Updated today
Fidelity logo

Firm

Fidelity

Location

Dunbarton, NH

Credentials

Series 63, Series 66

Industry experience

5 years

About

Shania Perham is a Financial Consultant at Fidelity Investments, a position she has held since 2024. She has developed her career at Fidelity Investments through various roles including Planning Consultant, Relationship Manager, Financial Representative, and Customer Relationship, demonstrating a progressive commitment to financial services since 2020.

Her approach focuses on collaborating with individuals, families, and business owners to develop comprehensive financial plans tailored to their unique goals. She aims to empower clients to make informed investment decisions and achieve peace of mind for retirement, maintaining long-lasting relationships to support clients as their circumstances evolve.

Outside of her professional work, Shania enjoys a range of personal interests including food, social events with friends, spending time at the lake, music, skiing, and traveling.

Client services

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

Expertise

General retirement planning Wealth management

Work history

Fidelity Investments

2025 - Present (1 year)

Fidelity Investments

2020 - Present (6 years)

Unemployed

2020 - 2020 (1 year)

Northwestern Mutual

2019 - 2020 (1 year)

Northwestern Mutual

2019 - 2019 (1 year)

Colby-Sawyer College

2018 - 2019 (1 year)

Rutland Veterinary Clinic & Surgical Center

2018 - 2018 (1 year)

Mountain Top Inn & Resort

2018 - 2018 (1 year)

Colby-Sawyer College

2017 - 2020 (3 years)

Collegiate Entrepreneurs

2017 - 2017 (1 year)

Colby-Sawyer College

2016 - 2020 (4 years)

Price Chopper

2016 - 2018 (2 years)

Kmart

2014 - 2016 (2 years)

Mill River Union Highschool

2010 - 2016 (6 years)

Disclosures

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

Business activities & affiliations

Thomas D

Series 66

Bedford, NH

Fidelity

Thomas DeCourcy is Vice President, Wealth Planner at Fidelity Investments, a position he has held since 2020. He previously worked as a Portfolio Specialist at Fidelity Investments from 2012 to 2015. In his role, Thomas partners with clients to build relationships grounded in knowledge, candor, and respect, focusing on creating holistic wealth plans. His goal is to help clients feel confident in their financial decisions and support their families in managing life's uncertainties. Thomas holds insurance licenses in Arkansas and California.

Wealth management

Sahar S

Series 63, Series 65

Dunbarton, NH

Fidelity

Sahar Snyder is a Financial Consultant currently working at Fidelity Investments since 2021. In this role, she partners with clients and their families to develop comprehensive financial plans that align with their short and long-term goals. She provides financial education and guidance to help clients feel confident in their financial future. Prior to her current position, Sahar worked as a Premier Advisor at Citizens Bank from 2019 to 2021 and served as a Licensed Banker at Citizens Bank from 2017 to 2019. Her experience spans various aspects of financial consulting and banking. Outside of her professional work, Sahar enjoys cooking and baking, participating in family activities, outdoor adventures, scuba diving, and traveling.

General retirement planning Income planning Cash flow / budgeting Debt management

Sarah A

Series 63, Series 66

Manchester, NH

Fidelity

Sarah Akel is a Planning Consultant at Fidelity Investments, a position she has held since 2025. She has been with Fidelity Investments since 2021, progressing through roles including Relationship Manager, Investment Solutions Representative, High Net Worth Service Associate, and Customer Relationship Advocate. In her current role, Sarah partners with individuals, families, and business owners to develop and maintain financial plans that adapt to their changing goals and circumstances. Her approach emphasizes creating confidence and peace of mind for both short and long term financial objectives. Sarah holds an Arkansas Insurance License. Outside of her professional work, she enjoys cooking and baking, participating in family activities, fitness, music, snowboarding, and yoga.

Wealth management

John D

Series 63, Series 66

Manchester, NH

Fidelity

John Darbyshire is a Wealth Management Planning Consultant at Fidelity Investments. In this role, he is part of a team that focuses on delivering personalized service and building lifelong client relationships. The team assists families in creating comprehensive wealth planning strategies aimed at growing, preserving, and transferring wealth. John has been with Fidelity Investments since 2015, holding various roles including Financial Service Associate, High Net Worth Service Associate, High Net Worth Service Associate II, and currently as a Wealth Management Planning Consultant. His experience at Fidelity spans several years, providing him with a background in serving high net worth clients and wealth management planning.

Wealth management Multi-generational wealth transfer General estate planning guidance

Jake H

Series 66

Bedford, NH

Edward Jones

Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy Founder/Business Owner

Ramou T

Series 63, Series 66

Manchester, NH

Fidelity

Ramou Taal is currently a Planning Consultant at Fidelity Investments, a position held since 2025. In this role, Ramou partners with individuals and families to develop holistic financial plans tailored to their goals and needs. Ramou has been with Fidelity Investments since 2023, progressing through roles including Customer Relationship Advocate, Investment Solutions Representative I, and Financial Representative before becoming a Planning Consultant. This experience has provided Ramou with a broad understanding of financial planning and client service within the investment industry.

General retirement planning Income planning Wealth management
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