Waylan Barber
Advisor at Fidelity
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.
Advisor at Fidelity
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.
Waylan Barber is a Planning Consultant at Fidelity Investments, where he collaborates with clients and their wealth management teams to develop and implement financial plans tailored to their future goals. He has been with Fidelity Investments since 2021, progressing through roles including Workplace Planning Consultant and Help Desk, Workplace Planning and Advice before assuming his current position in 2025.
Throughout his tenure, Waylan has utilized Fidelity's resources to assist clients in navigating various life stages, aiming to provide them with peace of mind regarding their financial futures. His approach involves partnering closely with clients to realize their vision through comprehensive financial planning.
Outside of his professional responsibilities, Waylan engages in family activities, hiking, and music, including playing instruments. He also enjoys reading and writing.
Fidelity Investments
2025 - Present (1 year)
Fidelity Investments LLC
2021 - Present (5 years)
Starbucks Corporation
2019 - 2021 (2 years)
Lifesource Natural Foods
2018 - 2019 (1 year)
Archive Coffee & Bar
2015 - 2018 (3 years)
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