Kelly M. Q.

Vice President, Fidelity Wealth Planning & Personal Trust @Fidelity Investments

Boston, MA, US

Optimize estate planning offering to HNW clients across 13 branches in MA, CT, RI*Develop and manage relationships with over 160 financial consultants and their HNW clients*Client facing; consistently exceed performance goals*Deliver concise client fact specific guidance regarding estate planning, taxation, charitable planning, special needs trusts, trust administration issues/challenges, gifting*Promote Fidelity\'s Trust offering and collaborate with Fidelity Trust team*Travel regionally to conduct educational seminars to large retail client groups* Direct contributor to consolidation of assets under management