Bryan Greenawalt

Advisor at Fidelity

Updated today
Fidelity logo

Firm

Fidelity

Location

Butler, PA

Credentials

CFP®, Series 63, Series 65

Industry experience

20 years

About

Bryan Greenawalt is the Vice President, Wealth Planner at Fidelity Investments, a position he has held since 2018. He has been with Fidelity Investments since 2010, progressing through various roles including Financial Consultant, Investment Representative, and Private Client Specialist. Prior to joining Fidelity, Bryan worked as a Financial Advisor at Waddell & Reed from 2005 to 2007.

With over a decade of experience in the financial services industry, Bryan focuses on creating client-centric strategies that emphasize exceptional client service and personalized guidance. His expertise lies in developing tailored financial plans to support the needs of families.

Bryan's career reflects a steady progression through roles of increasing responsibility within the financial planning sector. No additional information regarding his education, credentials, personal interests, or community involvement has been provided.

Expertise

Wealth management

Work history

Fidelity Investments

2025 - Present (1 year)

Fidelity Personal and Workplace Advisors

2018 - Present (8 years)

fidelity Investments

2007 - Present (19 years)

Disclosures

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

Justin M

Series 66

Cranberry Twp, PA

Fidelity

Justin McMahon is a Financial Consultant currently working at Fidelity Investments since 2020. He has held various roles in the financial advisory field, including positions at E*TRADE and Charles Schwab, where he progressed from the Financial Consultant Academy to Associate Financial Consultant before moving into his current role. His experience encompasses financial planning and wealth management, with a focus on partnering with individuals and families to develop comprehensive financial plans. He emphasizes understanding clients on a personal level to help them navigate the challenges of investing. Specific details regarding his education, credentials, personal interests, or community involvement were not provided.

Wealth management

Victoria H

Series 66

Cranberry Twp, PA

Fidelity

Victoria Hays is a Planning Consultant with experience in financial services spanning several roles over more than a decade. She has held positions including Relationship Manager at Fidelity Investments from 2024 to 2025, Registered Wealth Management Client Associate at Merrill Lynch from 2020 to 2024, Client Solution Specialist and Manager at PNC Investments from 2016 to 2020, and Call Center Representative at Pacific Life Insurance Company from 2012 to 2016. Her expertise includes client relationship management and wealth management support, with a focus on developing financial plans aligned with clients' goals. Victoria holds a California Insurance License, supporting her work in insurance-related financial services. Outside of her professional career, Victoria enjoys cooking and baking, reading, and volunteering. She also values parenthood as a significant personal interest.

Wealth management Parents

Tyler B

Series 66

Zelienople, PA

Edward Jones

Retirement income strategy General estate planning guidance Wealth management Retirement withdrawal strategies Retirement plans for business owners (SEP, solo 401k)

Caitlin D

Series 63, Series 66

Cranberry Twp, PA

Fidelity

Caitlin Doucette is Vice President and Branch Leader at Fidelity Investments, where she leads a team of financial professionals focused on developing personalized financial plans for clients in the Pittsburgh area. She has held several roles within Fidelity Investments, including Assistant Branch Leader from 2022 to 2023, Financial Consultant from 2020 to 2022, Relationship Manager from 2018 to 2020, and Financial Representative from 2015 to 2018. Throughout her tenure at Fidelity, Caitlin has gained experience in client relationship management and financial consulting. She is committed to partnering with clients to meet their financial planning needs. Outside of her professional responsibilities, Caitlin enjoys camping, fitness, outdoor adventures, reading, tennis, and traveling.

General retirement planning Income planning Wealth management Cash flow / budgeting Financial Professional

Catherine V

Series 66

Cranberry Twp, PA

Edward Jones

College savings (529s, UTMA, etc.) Business ownership considerations Retirement income strategy Planning for children with special needs Founder/Business Owner

Luke E

CFP®, Series 63, Series 66

Cranberry Twp, PA

Fidelity

Luke Edwards is a Financial Consultant at Fidelity Investments, a position he has held since 2025. He has progressed through several roles at Fidelity Investments since 2021, including Investment Consultant, Planning Consultant, Relationship Manager, Financial Representative, and Customer Relationship Advocate. As a CERTIFIED FINANCIAL PLANNER® professional, Luke partners with clients to develop personalized financial plans that reflect their unique situations and preferences. He emphasizes competence, communication, and care in delivering his financial planning services. Outside of his professional work, Luke has interests that include comedy, family activities, food, golf, parenthood, and swimming.

General retirement planning Wealth management Cash flow / budgeting Parents
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