Rudy Garcia

Patrick Mullins is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2014. He has been with Fidelity Investments since 2006, progressing through roles including Financial Consultant, Investment Consultant, and Financial Representative. Prior to joining Fidelity, he worked as a Business Development Manager at Strategic Financial Planners from 2004 to 2006. In his current role, Patrick assists clients and their families in growing and protecting their wealth, making sound investment decisions, and simplifying their financial lives.

Traci Smith is a Wealth Management Senior Relationship Manager at Fidelity Investments, a position she has held since 2025. In this role, she serves as a primary point of contact for clients, providing personalized service tailored to individual needs and preferences. When deeper wealth planning is necessary, she facilitates discussions with a Wealth Management Advisor to ensure comprehensive support. Traci has extensive experience in the financial services industry, having held various positions at Fidelity Investments since 2020, including Planning Consultant, Relationship Manager, and Financial Representative. Prior to her tenure at Fidelity, she gained experience at several firms, including Edward Jones, GE Financial, Central Fidelity Securities, James Mitchell, Branch Cabell, and JMC. Outside of her professional responsibilities, Traci enjoys board games, family activities, music, reading, and traveling.