Celeste Bevilacqua
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
Celeste Bevilacqua is Vice President and Wealth Planner at Fidelity Investments, a role she has held since 2018. She has two decades of financial experience and specializes in wealth planning, focusing on financial strategies such as income, growth, preservation, and transfer of wealth. Celeste works with clients to develop personalized financial plans that consider the impact of financial decisions on their futures.
Prior to her current position, Celeste held various roles in the financial sector, including Financial Consultant at Fidelity Investments, Financial Advisor at Edward Jones, and multiple vice president positions in sales, marketing, and business development at companies such as ING, Global Capital Acquisition, Protective Life, Jefferson National Life, Lincoln Financial, and Allmerica Financial. She began her career as Director of Marketing Services at Monarch Life.
Celeste holds a California Insurance License. Outside of her professional work, she has interests in art, biking, cooking and baking, outdoor adventures, theater, and traveling.
Client services
Financial planning
Portfolio management
Selection of other advisers
Educational seminars or workshops
Provider of model portfolios
Expertise
Wealth management
Work history
Fidelity Investments
2025 - Present (1 year)
Fidelity Personal and Workplace Advisors
2018 - Present (8 years)
FIDELITY Brokerage Services
2016 - Present (10 years)
Edward Jones
2013 - 2016 (3 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:
-
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.
Michael C
Series 63, Series 66
New Milford, CT
Fidelity
Michael Cappiello is an Investment Consultant who focuses on helping clients plan their financial futures based on their specific goals. He provides personalized guidance tailored to each client's unique financial background. Michael combines his professional role with his experience as a father, emphasizing the pursuit of financial peace of mind and the protection of clients' legacies. He has professional experience as a Financial Representative at Fidelity Investments from 2022 to 2025. Michael's personal interests include art, golf, kayaking, parenthood, skiing, and swimming.
James D
CFP®, Series 63, Series 66
Hopewell Junction, NY
Fidelity
James Dunn is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2015. He has been with Fidelity for 25 years, during which time he has held various roles including Vice President-Senior Account Executive, Financial Representative III and II, Retirement Investment Specialist, Senior Retirement Service Specialist, and Retirement Services Specialist. James focuses on wealth planning and assisting clients in pursuing their financial goals. He holds a California Insurance License. His career at Fidelity has provided him with extensive experience in financial consulting and retirement services. Outside of his professional work, James enjoys fishing, gardening, golf, outdoor adventures, spending time with pets, and reading.
John L
CFP®, Series 66
Hopewell Junction, NY
Edward Jones
Chelsea H
Series 63, Series 66
Poughkeepsie, NY
Edward Jones
Patrick S
Series 66
Poughquag, NY
Edward Jones
David B
Series 63, Series 65
Carmel, NY
Edward Jones
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