Chaz Bailey

Financial Consultant

Role: Financial Consultant at Fidelity Investments
Location: Charlotte, NC, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About Chaz Bailey

My mission is to provide the support, education, and guidance necessary to help you make informed decisions and achieve your goals.

Experience

Financial Consultant
Fidelity Investments
Sep 2024 — Present · Huntersville, NC, US

Education

Yale School of Management
Executive Education, Wealth Management Theory & Practice
Appalachian State University
Master of Business Administration - MBA, Business Analytics
2019 — 2021
Appalachian State University
Bachelor of Science - BS, Sustainable Technology
2017 — 2019

Contact information

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Work email
•••••@fidelity.com
Personal email
•••••@•••••.com
Direct dial
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Current company

Fidelity Investments

Financial Services · 85K employees · Founded 1946 · Boston, Massachusetts, United States

Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve. Fidelity’s strength comes from the scale of our diversified, market-leading financial services businesses that serve individuals, families, employers, wealth management firms, and institutions. With assets under administration of $15.0 trillion, including discretionary assets of $5.9 trillion as of March 31, 2025, we focus on meeting the unique needs of a broad and growing customer base. Privately held for 78 years, Fidelity employs more than 77,000 associates across the United States, Ireland, and India. For our Terms and Conditions, please visit http://go.fidelity.com/LIterms

fidelity.com

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