Tyler Paxson

Advisor at Fidelity

Updated today
Fidelity logo

Firm

Fidelity

Location

Perrysburg, OH

Credentials

Series 66

Industry experience

5 years

About

Tyler Paxson is a Financial Consultant at Fidelity Investments, a role he has held since 2025. He has been with Fidelity since 2020, progressing through several positions including Planning Consultant, Workplace Planning Consultant III, II, and I. His professional focus involves partnering with clients to understand their comprehensive financial objectives and developing tailored financial plans.

Throughout his tenure at Fidelity, Tyler utilizes the company's resources to build and monitor financial plans aimed at helping clients achieve their family and lifestyle goals. His approach centers on aligning planning processes with clients' financial and lifestyle priorities.

Outside of his professional work, Tyler has interests in baseball, football, golf, family activities, and social events with friends.

Expertise

General retirement planning Income planning Retirement income strategy Wealth management Cash flow / budgeting

Work history

Fidelity Investments

2025 - Present (1 year)

FIdelity Brokerage Services LLC

2020 - Present (6 years)

Uber

2019 - 2019 (1 year)

Fidelity Investments-WI

2018 - 2020 (2 years)

Pat West Gutter Company

2018 - 2018 (1 year)

Edward Jones

2018 - 2018 (1 year)

Normal University High School

2018 - 2018 (1 year)

Lakeside Country Club

2017 - 2018 (1 year)

Stark County High School

2016 - 2017 (1 year)

Kewanee Dunes Golf Club

2012 - 2017 (5 years)

Disclosures

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

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CFP®, Series 66

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Edward Jones

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Business ownership considerations Wealth management General retirement planning Founder/Business Owner

Crystal T

Series 66

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Edward Jones

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Wealth management Passive / index investing Active portfolio management Founder/Business Owner

Nicholas N

Series 63, Series 66

Perrysburg, OH

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Nick Neely is an Investment Consultant at Fidelity Investments, a position he has held since 2025. He has worked with Fidelity Investments since 2022, with previous roles including Investment Solutions Representative from 2023 to 2025 and Customer Relationship Advocate from 2022 to 2023. Nick is a CERTIFIED FINANCIAL PLANNER® professional specializing in retirement planning and investment strategies. He collaborates with clients to develop personalized investment plans tailored to their financial goals. Outside of his professional work, Nick has interests in boating, camping, golf, and music, and is an instrumentalist.

General retirement planning Retirement income strategy Income planning Wealth management Passive / index investing

Troy G

Series 63, Series 66

Toledo, OH

Merrill

Troy Greeley is a Senior Financial Advisor at Merrill Lynch Wealth Management. He provides investment advice and financial guidance to families and business owners, leveraging over two decades of experience. Troy focuses on a variety of client needs, including college education planning, divorce transition planning, family wealth management strategies, employee financial health, managing new wealth, personal retirement planning, philanthropic planning, small business strategies, and retirement income. He holds a Bachelor's Degree from the University of Toledo and an MBA from the University of Nevada - Reno. Troy has earned several professional designations, including Accredited Asset Management Specialist (AAMS), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He follows the Merrill tradition of community involvement and volunteers with local organizations. Outside of work, Troy enjoys adventure sports, basketball, biking, boating, running, scuba diving, skiing, soccer, and spending time with his family.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Divorce financial planning Family Business

Michael C

Series 63, Series 66

Perrysburg, OH

Fidelity

Michael Cornwell serves as Vice President and Branch Leader at Fidelity Investments, a role he has held since 2022. In his leadership position, he focuses on recruiting, hiring, and retaining financial professionals who prioritize understanding their clients' current and future needs to collaboratively develop financial plans aimed at meeting those objectives. His professional experience spans over two decades in the financial services industry, including roles such as Producing Branch Manager at TD Ameritrade and Scottrade, and Managing Director, Senior Team Manager, and Team Manager at Charles Schwab. Throughout his career, he has gained extensive experience in branch management and financial planning leadership. Outside of his professional responsibilities, Michael has interests in baseball, fitness, football, traveling, and volunteering.

Wealth management Financial Professional

Glenn W

Series 63, Series 65

Livingston, MT

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Glenn Weisner is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has been in the financial services industry since 1989, focusing on family wealth management strategies, portfolio management services, and retirement income. Glenn emphasizes personalized wealth management approaches tailored to clients’ long-term goals, supporting them with investment insights from Merrill and banking and lending solutions from Bank of America. Glenn holds a Bachelor's Degree and an MBA in Finance, both from the University of Toledo. He has earned professional designations as a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). He is committed to educating clients to help them make informed, non-emotional financial decisions, viewing himself more as an educator than a salesperson. In addition to his professional work, Glenn is engaged in community service, volunteering with local organizations. His personal interests include fishing, spending time with his family, and traveling.

Wealth management Retirement income strategy General retirement planning Active portfolio management
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