Paul Gerard

Advisor at Fidelity

Updated today
Fidelity logo

Firm

Fidelity

Location

Granger, IN

Credentials

Series 63, Series 66

Industry experience

21 years

About

Matt Gerard is a Financial Consultant currently working at Fidelity Investments since 2021. He has held the role of Financial Consultant at Fidelity Investments since 2024 and previously held the same title at TD Ameritrade from 2016 to 2021. His prior experience includes positions as Branch Manager at Fifth Third Bank from 2014 to 2015, Financial Advisor at JP Morgan Chase from 2012 to 2014, and Financial Advisor at 1st Source Advisors from 2008 to 2012.

With over 15 years in the financial industry, Matt focuses on providing customized services and suggestions to help clients work towards their financial goals. He assists clients in creating and routinely updating solid financial plans and developing investment strategies aligned with their objectives. He is committed to maintaining contact with clients to adjust strategies as their financial needs evolve.

Outside of his professional work, Matt has interests in baseball, football, golf, motorcycles, and traveling.

Client services

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops Provider of model portfolios

Expertise

Wealth management Active portfolio management

Occupation focus

Financial Professional

Work history

Fidelity Investments

2025 - Present (1 year)

Fidelity Investments

2021 - Present (5 years)

TD Ameritrade Investment Management, LLC

2018 - 2021 (3 years)

Td Ameritrade, Inc.

2018 - 2021 (3 years)

Scottrade

2016 - 2021 (5 years)

Disclosures

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

Business activities & affiliations

Brennan V

CFP®

Elkhart, IN

Vitality Wealth Planning

Hi, I’m Brennan, the founder of Vitality Wealth Planning and a CERTIFIED FINANCIAL PLANNER™ professional. At Vitality Wealth Planning, I help families achieve financial clarity and peace of mind, empowering them to live their best lives with purpose. I believe true wealth extends beyond money—it's about living a fulfilling life with confidence, personal freedom, and the security to pursue what matters most. My work goes beyond numbers and investments. I specialize in guiding multigenerational families, especially those in the "sandwich generation," as they care for aging parents and plan for future generations. With compassion and expertise, I simplify complex financial matters, helping clients navigate estate planning, tax strategies, wealth preservation, and more. My goal is to help people reduce financial stress, align their wealth with their vision, and build a legacy that reflects their core values. Driven by a desire to end suffering, I view money as a tool to bring clarity and purpose to life. Through a holistic approach, I guide clients to make intentional, confident choices that lead to a life of freedom, impact, and vitality.

Widow/Widower Sandwich Generation Gen X (Born 1965-1980)

Lance L

CFP®

South Bend, IN

Kingdom Financial

Kingdom Financial is a personally accessible CFP®/CKA® practice serving Christian families across the rural Midwest who are seeking to align their resources with God's heart. Founded in 2023 by Lance Ludwig, the firm provides comprehensive financial planning and integrated wealth management with Christ at the center, delivered through deeply personal partnership. We serve married couples in late career or retirement who are navigating complexity and longing for a trusted guide who shares their faith. Our passion is to see clients grow in freedom, joy, and purpose as they deepen their relationship with Christ. Clients experience the capacity to focus increasingly on faith, family, and Kingdom impact. Lance Ludwig, CFP®, CKA®, is the founder of Kingdom Financial, a personally accessible financial planning and wealth management practice serving Christian families across the rural Midwest. With a Master of Finance, eight years of teaching experience, and more than a decade in financial planning, Lance is deeply committed to discipleship through comprehensive planning. His passion is helping families align their resources with God's heart so they grow in freedom, joy, purpose, and a deeper relationship with Christ.

General retirement planning Wealth management Christian Faith Based Gen X (Born 1965-1980)

Leo P

CFP®, Series 63, Series 66

South Bend, IN

Edward Jones

Charitable giving & philanthropy Retirement income strategy General retirement planning Business ownership considerations Multi-generational wealth transfer Founder/Business Owner Intergenerational Families

Michael M

Series 66

Mishawaka, IN

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Retirement income strategy General retirement planning Wealth management Founder/Business Owner

Keith N

Series 63, Series 66

Goshen, IN

Edward Jones

College savings (529s, UTMA, etc.) General estate planning guidance Retirement income strategy General retirement planning Wealth management

Tommy M

CFP®, Series 66

Elkhart, IN

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy General estate planning guidance General retirement planning Wealth management
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