Caroline Huber
Advisor at Fidelity
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Carol Huber is a Wealth Management Planning Consultant. She has held roles including Investment Consultant at Fidelity Investments from 2023 to 2025, Wealth Management Advisor at TIAA from 2018 to 2022, and Relationship Manager at TIAA from 2015 to 2018.
Carol emphasizes a holistic review of clients' financial and personal situations to ensure preparedness for retirement and the aging process. She advocates for annual updates to financial plans and adjustments following significant life changes. Her approach involves educating clients with real-life examples and clear language to help them understand factors impacting their lifestyle and comfort throughout different life stages.
Client services
Financial planning
Portfolio management
Selection of other advisers
Educational seminars or workshops
Provider of model portfolios
Expertise
General retirement planning
Retirement income strategy
Income planning
Medicare planning
Wealth management
Work history
Fidelity Investments
2025 - Present (1 year)
FIDELITY iNVESTMENTS
2023 - Present (3 years)
Tiaa
2015 - 2022 (7 years)
TIAA-CREF Individual & Institutional Services, LLC
2015 - 2022 (7 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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