Tiffany Myers

About Tiffany Myers

I am your Fidelity team\'s primary financial advisor serving high net worth families in…

Experience

1. Vice President, Financial Consultant

   Fidelity Investments

   May 2007 — Present

   As a VP Financial Consultant, I partner with select families to help them bring their financial and family visions in to reality through strategic financial planning. I most often partner with entrepreneurs, high level executives, and people who are navigating a large increase in their liquid net worth either through inheritance or liquidity event. Areas of focus include: tax-efficient investment strategies, financial independence planning, estate & wealth transfer education, and multi-generational wealth preservation. In my time at Fidelity, I have successfully implemented billions of dollars in financial strategies, including consolidation of assets and all investment products. I currently work with about 300 families, helping to navigate over $3.2 billion in liquid assets with over half a billion under full management. Licenses and Registrations Registered Securities Representative, Combined Registered Investment Advisor, CA Life Insurance License: 0G15628 Views expressed are as of the date indicated and may change based on market and other conditions. Unless otherwise noted, the opinions provided are those of the author, and not necessarily those of Fidelity Investments. Links to third-party web sites may be shared on this page. Those sites are unaffiliated with Fidelity. Fidelity has not been involved in the preparation of the content supplied at the unaffiliated site and does not guarantee or assume any responsibility for its content.