Grace Cothren
Wealth Management Planning Consultant - Private Wealth Management
- Role
- Wealth Management Planning Consultant at Fidelity Investments
- Location
- Raleigh, NC, US
- LinkedIn followers
- 500 followers
About Grace Cothren
Planning Consultant with Fidelity’s Private Wealth Management group equipped with a strong foundation in financial services, client strategy, and cross-functional execution and experience balancing client impact with operational rigor. Motivated by tasks that combine analytical problem-solving, relationship management, and measurable results. Known for translating complex financial and operational challenges into clear, actionable strategies that drive client outcomes.
Experience
Wealth Management Planning Consultant
Apr 2022 — Present
Own end-to-end client planning engagements from discovery through implementation, collaborating with senior advisors and cross-functional teams to deliver high-quality, customized wealth planning solutions and sustain long-term client relationships
Education
Florida State University - Herbert Wertheim College of Business
Finance, General
2017 — 2021
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