William Harkey
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
Bill Harkey is a Planning Consultant at Fidelity Investments, a position he has held since 2021. Prior to this role, he worked as a Relationship Manager at Fidelity Investments from 2019 to 2021, and as a Financial Advisor at Edward Jones from 2017 to 2019. He holds a California Insurance License.
Bill focuses on building long-lasting relationships with his clients to understand their priorities and assist them in working toward their financial goals. His professional experience spans various aspects of financial advising and client relationship management.
Outside of his professional work, Bill's personal interests include baseball, concerts, golf, reading, theater, and traveling.
Client services
Financial planning
Portfolio management
Selection of other advisers
Educational seminars or workshops
Provider of model portfolios
Expertise
General retirement planning
Retirement income strategy
Income planning
Work history
Fidelity Investments
2025 - Present (1 year)
Fidelity
2019 - Present (7 years)
Edward Jones
2017 - 2019 (2 years)
Converse
2013 - 2017 (4 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.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
Edward W
CFP®, ChFC®, Series 63, Series 66
Sparks, NV
Edward Jones
Lisa S
Series 66
Reno, NV
Edward Jones
Rachel E
Series 66
Sparks, NV
Edward Jones
Rolandas B
Series 66
Reno, NV
Merrill
Rolandas Banys is a Financial Advisor with Merrill Lynch Wealth Management, bringing over a decade of experience in the financial industry. He works with families, individuals, and business owners to develop personalized financial strategies that address key life events such as retirement planning, education funding, real estate transactions, business transitions, and family challenges. Rolandas focuses on understanding what matters most to his clients to help them pursue their long-term financial goals. His areas of expertise include college education planning, family wealth management, legacy planning, liquidity management, retirement income, tax minimization, and small business strategies. Rolandas holds several professional designations, including Accredited Wealth Management Advisor (AWMA), Certified Exit Planning Advisor (CEPA), CERTIFIED FINANCIAL PLANNER™ (CFP), and Personal Investment Advisor (PIA). He earned both his Bachelor’s degree and Master of Business Administration (MBA) from the University of Nevada - Reno. In addition to his professional work, Rolandas is committed to community involvement and volunteers with organizations in the communities he serves. His personal interests include basketball, football, golfing, reading, soccer, swimming, traveling, and spending time with his family.
Brian F
CFP®, Series 66
Spanish Springs, NV
Edward Jones
Brian G
Series 66
Reno, NV
Edward Jones
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