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Advisors near 80446
Out of 400,000+ nationwide
Meaghan B
Series 65
Granby, CO
Headwaters Financial Planning, LLC
Amy H
CFP®, Series 66
Fraser, CO
Equita Financial Network, Inc.
Conner H
Series 63, Series 65
Fraser, CO
Osaic Advisory Services, LLC
Joseph R
Series 63, Series 66
Fraser, CO
Osaic Advisory Services, LLC
Ryan W
Series 66
Fraser, CO
Osaic Advisory Services, LLC
Christine R
Series 66
Winter Park, CO
Commonwealth Financial Network
Kelly F
Series 63, Series 66
Tabernash, CO
Fidelity
Kelly Fraser is the Vice President and Executive Planning Consultant at Fidelity Investments, a position held since 2021. In this role, Kelly partners with clients to promote personal and financial well-being by aligning and utilizing relevant corporate benefits and collaborative wealth planning. Leveraging Fidelity's extensive resources, Kelly works to simplify complex financial matters and create customized plans tailored to clients' priorities. Prior to joining Fidelity Investments, Kelly served as a Senior Wealth Management Advisor at Wambolt & Associates from 2019 to 2021. Kelly has extensive experience in financial services, having worked as a Senior Learning Manager at Charles Schwab & Co, Inc. from 2017 to 2019, and as a Private Client Advisor with Schwab Private Client Registered Investment Advisor from 2005 to 2017. Kelly holds a California Insurance License. Outside of professional commitments, Kelly enjoys fishing, hiking, music, reading, and skiing.
Erin L
CFP®, Series 66
Winter Park, CO
Commonwealth Financial Network
Patricia K
Series 63, Series 66
Grand Lake, CO
Raymond James Financial
Rebecca G
Series 66
Granby, CO
Edward Jones
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Advisors near 80446
Out of 400,000+ nationwide