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.

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.

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

Christopher L

Series 66

Manchester, NH

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Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Inheritance planning Wealth management Founder/Business Owner

Andrew S

Series 66

Bedford, NH

Edward Jones

Retirement income strategy Business ownership considerations Business exit / sale strategy Business succession planning General estate planning guidance Founder/Business Owner

Jason C

Series 63, Series 66

Hooksett, NH

Fidelity

Jason Carace is a Financial Consultant at Fidelity Investments, where he has been working since 2024. He partners with individuals and families to develop holistic financial plans tailored to their goals and needs, providing ongoing support through changing life circumstances. Jason has been with Fidelity Investments since 2013, holding various roles including Managed Solutions Consultant, Portfolio Specialist, Client Management Representative, Workplace Planning and Guidance Consultant II, Workplace Planning and Guidance Consultant, High Engagement Representative, and Financial Associate. His experience encompasses financial consulting and client management within the firm. Outside of his professional work, Jason enjoys biking, family activities, football, golf, hiking, and skiing.

General retirement planning Income planning Cash flow / budgeting Young Families Parents Work/Life Balance
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