Ross Coll

Advisor at Fidelity

Updated today
Fidelity logo

Firm

Fidelity

Location

Greer, SC

Credentials

Series 66

Industry experience

3 years

About

Ross Coll is a Financial Consultant at Fidelity Investments, a position he has held since 2023. He partners with Fidelity to provide clients access to technology, research, and a trading platform, working with his team to create personalized wealth strategies and offer ongoing support.

Prior to joining Fidelity, Ross was a Financial Advisor at Edward Jones from 2022 to 2023. His experience also includes roles as a Financial Analyst II at TD Bank from 2019 to 2022, and earlier positions at Lima One Capital, LLC as a Multifamily and Commercial Analyst in 2019 and as an Operations Analyst from 2017 to 2019.

Client services

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

Expertise

Wealth management Passive / index investing

Occupation focus

Financial Professional

Work history

Fidelity Investments

2025 - Present (1 year)

FIdelity Investments

2023 - Present (3 years)

Edward Jones

2022 - 2023 (1 year)

TD Bank

2019 - 2022 (3 years)

Lima One Capital, LLC

2019 - 2019 (1 year)

Lima One Capital, LLC

2017 - 2019 (2 years)

Larkins on the River

2010 - 2017 (7 years)

Disclosures

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

Business activities & affiliations

Brittany W

CFP®, AAMS®

Greenville, SC

Wolff Financial

Over the course of her time in a traditional brokerage firm, Brittany Wolff began to recognize a need for a different kind of financial planning practice. Women control more than 70 percent of consumer spending, but the financial industry is designed with men in mind. Geared to the unique challenges and opportunities facing women today, Wolff Financial helps millennial women and couples grow and protect their wealth through comprehensive financial planning. Brittany Wolff is an experienced CERTIFIED FINANCIAL PLANNER™ professional, Accredited Asset Management Specialist®, and fee-only fiduciary with a passion for making financial planning clear and accessible. She prioritizes balance with her clients, empowering them to take charge of the future while also enjoying today. Ever professional yet always kind, Brittany has a way of putting her clients at ease. To them, she’s not only an advisor but also a trusted friend.

Women Professionals Married/Couples/Partners Dual Income Family Gen Y/Millennials (Born 1980-1995)

Daniel M

CFP®

Greenville, SC

Fiduciary Organization, LLC

Daniel is a passionate entrepreneur and financial expert who founded Woodmark Advisors and Fiduciary Organization (FIDO) with a mission to provide transparent, client-focused financial advice. With a commitment to the fee-only fiduciary model, Daniel created these firms to ensure clients receive advice free from conflicts of interest, rooted in their best interests. Woodmark Advisors was the first step in Daniel's journey, driven by a vision to redefine financial planning and investment management. Over time, the need to expand this vision led to the creation of Fiduciary Organization (FIDO), a Registered Investment Advisor (RIA) dedicated to fostering trust, education, and empowerment in the financial industry. Through these ventures, Daniel combines deep industry expertise with a strong belief in the power of unbiased advice, helping clients achieve their financial goals with clarity and confidence

ESG / Sustainable investing Founder/Business Owner Christian Faith Based Hispanic/Latino/Latinx Gen Y/Millennials (Born 1980-1995)

Dustin S

CFP®, Series 66

Greenville, SC

Edward Jones

Charitable giving & philanthropy Business ownership considerations Retirement income strategy General retirement planning Wealth management Founder/Business Owner
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Jason W

Series 66

Greer, SC

Edward Jones

Charitable giving & philanthropy Retirement income strategy General retirement planning Multi-generational wealth transfer Wealth management

Nicole L

CFP®, Series 66

Greenville, SC

Edward Jones

Retirement income strategy General retirement planning College savings (529s, UTMA, etc.) Wealth management Military & Veterans

Hampton W

Series 66

Greenville, SC

Fidelity

Hampton Williams is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2024. In this role, he partners with clients to define and help reach their financial goals. Prior to this, he held positions as a Planning Consultant from 2023 to 2024 and as a Workplace Planning Consultant from 2020 to 2023, all within Fidelity Investments. Throughout his tenure at Fidelity, Hampton has developed expertise in financial planning and consulting, focusing on helping individuals and workplace clients navigate their financial strategies. His experience spans multiple roles within the firm, contributing to a comprehensive understanding of financial advisory services. Outside of his professional work, Hampton's personal interests include running and tennis.

General retirement planning Income planning
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