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Top 30 financial advisors of 280 near 03302
Out of 400,000+ nationwide
Sahar S
Series 63, Series 65
Dunbarton, NH
Fidelity
Sahar Snyder is a Financial Consultant currently working at Fidelity Investments since 2021. In this role, she partners with clients and their families to develop comprehensive financial plans that align with their short and long-term goals. She provides financial education and guidance to help clients feel confident in their financial future. Prior to her current position, Sahar worked as a Premier Advisor at Citizens Bank from 2019 to 2021 and served as a Licensed Banker at Citizens Bank from 2017 to 2019. Her experience spans various aspects of financial consulting and banking. Outside of her professional work, Sahar enjoys cooking and baking, participating in family activities, outdoor adventures, scuba diving, and traveling.
Jason C
Series 63, Series 66
Hooksett, NH
Fidelity
Jason Carace is a Financial Consultant at Fidelity Investments, where he has been working since 2024. He partners with individuals and families to develop holistic financial plans tailored to their goals and needs, providing ongoing support through changing life circumstances. Jason has been with Fidelity Investments since 2013, holding various roles including Managed Solutions Consultant, Portfolio Specialist, Client Management Representative, Workplace Planning and Guidance Consultant II, Workplace Planning and Guidance Consultant, High Engagement Representative, and Financial Associate. His experience encompasses financial consulting and client management within the firm. Outside of his professional work, Jason enjoys biking, family activities, football, golf, hiking, and skiing.
Shania P
Series 63, Series 66
Dunbarton, NH
Fidelity
Shania Perham is a Financial Consultant at Fidelity Investments, a position she has held since 2024. She has developed her career at Fidelity Investments through various roles including Planning Consultant, Relationship Manager, Financial Representative, and Customer Relationship, demonstrating a progressive commitment to financial services since 2020. Her approach focuses on collaborating with individuals, families, and business owners to develop comprehensive financial plans tailored to their unique goals. She aims to empower clients to make informed investment decisions and achieve peace of mind for retirement, maintaining long-lasting relationships to support clients as their circumstances evolve. Outside of her professional work, Shania enjoys a range of personal interests including food, social events with friends, spending time at the lake, music, skiing, and traveling.
Benjamin C
Series 66
Concord, NH
Fidelity
Benjamin Collin is a Planning Consultant at Fidelity Investments, a role he has held since 2024. Prior to this, he served as a Workplace Planning Consultant at the same firm from 2022 to 2024. In his career, he focuses on partnering with clients and their families to develop comprehensive financial plans tailored to their needs and goals. Benjamin holds an Arkansas Insurance License, which supports his work in providing financial planning and advice. Outside of his professional responsibilities, he engages in family activities, fitness, golf, parenthood, and traveling.
Mariah E
Series 63, Series 66
Loudon, NH
Fidelity
Mariah Elkins is a Planning Consultant at Fidelity Investments, a role she has held since 2024. She has been with Fidelity Investments since 2020, progressing through various positions including Relationship Manager, Managed Account Support Specialist, High Net Worth Associate, and Customer Relationship Advocate. Her experience encompasses client relationship management and support within the financial services industry. Mariah holds insurance licenses in Arkansas and California. Outside of her professional role, Mariah has interests in golf, reading, skiing, surfing, tennis, and traveling.
Tiffany D
Series 66
Concord, NH
Edward Jones
Paul B
Series 63, Series 65
Concord, NH
Merrill
Paul Brewer is a Wealth Management Advisor with Merrill Lynch Wealth Management. He focuses on building and maintaining relationships with clients, teammates, and community members, aiming to support clients through various financial challenges and goals. His expertise includes executive compensation, family wealth management strategies, services for endowments, foundations, and non-profits, legacy planning, managing new wealth, personal retirement planning, and tax minimization. Paul and his team prioritize understanding clients' unique situations and simplifying their financial lives through a foundation of team collaboration, advice, service, and transparency. Paul holds a Bachelor's Degree from Colby College and has earned professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of his professional role, he is involved in his community through organizations such as Simsbury Little League, Simsbury Youth Hockey, Simsbury Youth Soccer, and Valley Community Baptist Church.
Austin C
Series 63, Series 65
Concord, NH
Fidelity
Austin Carr is an Investment Management Consultant IV at Fidelity Investments, a position he has held since 2025. He has been with Fidelity Investments since 2015, progressing through roles including Workplace Planning Consultant and various levels of Investment Management Consultant. Austin focuses on developing trust and investment strategies tailored to individual client circumstances. He integrates financial planning insights with a commitment to transparency to assist clients in navigating market dynamics and portfolio construction, aiming to provide clear and balanced support aligned with their values. His professional experience encompasses investment management and workplace planning within Fidelity Investments. No additional information about education, credentials, personal interests, or community involvement has been provided.
Rebecca M
Series 63, Series 66
Webster, NH
Fidelity
Rebecca Moody is a Planning Consultant at Fidelity Investments, a role she has held since 2023. She is committed to building trust-based relationships with clients to help them pursue their financial goals, address challenges, and implement financial plans effectively. Rebecca has experience in various positions at Fidelity Investments, including Investment Solutions Representative II - Fixed Income, Investment Solutions Representative, and Customer Relationship Advocate, spanning from 2021 to 2023. She holds a California Insurance License. Outside of her professional work, Rebecca's personal interests include golf, hiking, parenthood, pilates, snowboarding, and volunteering.
John M
Series 63, Series 66
Hooksett, NH
Fidelity
John McNamara is a Financial Consultant at Fidelity Investments, a role he has held since 2026. He works closely with clients to understand their priorities and collaborates with Fidelity's planning and analysis resources to develop and implement tailored financial strategies aimed at achieving their goals. John has been with Fidelity Investments since 2015, progressing through various positions including Planning Consultant, Investment Consultant, Relationship Manager, Premium Service Representative, and Customer Relations Advocate. This progression reflects his extensive experience within the company and a deep understanding of financial consulting and client relationship management. Outside of his professional work, John enjoys camping, fishing, football, golf, spending time at the lake, and parenthood.
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Top 30 financial advisors of 280 near 03302
Out of 400,000+ nationwide