Hilah Wheeler

Vice President Regional Planning Consultant @Fidelity Investments

Jacksonville, FL, US
EMAILS
h••••••••@fidelity.com
MOBILE NUMBERS
+19•••••••82

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WORK HISTORY

Aug 2023 — Present

Vice President Regional Planning Consultant @Fidelity Investments

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EDUCATION

2003 — 2006

University of Nebraska at Omaha

Bachelor’s Degree, Business Administration with an emphasis in Marketing and Minor in Art History

ABOUT HILAH WHEELER

I am a multiplier on Fidelity’s Academy team. Our mission is to develop the next generation of advisors to provide an exceptional client experience around money, wealth, and generational wealth transfer.My coaching style is influenced by these five quotes:1. Good work, done well and for the right reasons.2. Peak performance requires fast feedback and practice!3. Clear visions make easy decisions.4. Your comfort zone is a beautiful place where nothing grows.5. Luck is where preparation meets opportunity.If you would like to grow and develop your financial practice at Fidelity, I encourage you to reach out to me or a local leader. We’d love to share with you our experience at Fidelity and most importantly, how you can join the team.

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