Jacob Hillyard
Financial Consultant at Fidelity Investments
- Role
- Financial Consultant at Fidelity Investments
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About Jacob Hillyard
As a CERTIFIED FINANCIAL PLANNER™ and Financial Consultant at Fidelity Investments, I help my clients organize and grow their wealth efficiently. Together, we identify and prioritize their financial, personal and travel goals, crafting a plan centered around what matters most to them.As an experienced traveler of 29 U.S. states, 26 ski mountain resorts, and 21 countries/territories, I bring a rich understanding of diverse cultures and perspectives. This global insight helps me connect across backgrounds and craft solutions tailored to unique individuals. Whether you\'re looking to refine your financial strategy or expand your network, I’d be happy to help!To schedule an appointment, go California, Colorado, Connecticut, Delaware, Florida, Georgia, Illinois, Kentucky, Louisiana, Maryland, Massachusetts, Montana, Nebraska, Nevada, New Jersey, New York, North Carolina, Ohio, Oregon, Pennsylvania, Rhode Island, South Carolina, Tennessee, Utah, Vermont, Virginia, Washington, West Virginia MOUNTAINS: Arapahoe Basin, Aspen Snowmass, Banff Sunshine, Beaver Creek, Beech Mtn, Big Sky, Breckenridge, Brighton, Copper Mtn, Keystone, Killington, Lake Louise, Northstar, Okemo, Park City, Snowbird, Snowshoe, Solitude, Steamboat Springs, Stowe, Vail, Whistler Blackcomb, Winter Park, Wintergreen, Winterplace, WispCOUNTRIES/TERRITORIES:Antigua, Aruba, Austria, Bahamas, Barbados, Belgium, Canada, Czech Republic, England, France, Hungary, Ireland, Italy, Jamaica, Mexico, The Netherlands, New Zealand, Puerto Rico, Scotland, St. Lucia, St. Kitts
Experience
Financial Consultant
Jan 2025 — Present · Charlotte, NC, US
Education
University of South Carolina
Bachelor's degree, Finance and Management
2015 — 2019
International Business in New Zealand
Business
2018 — 2018
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