Ben Nobles
Investment Management Consultant i @Fidelity Investments
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WORK HISTORY
Investment Management Consultant i @Fidelity Investments
Charlotte, NC, US
Leading Annual Advisory meetings with Mid-Tier Managed account clients.Covering financial profile, Retirement Report, and communicating performance and recommended changes.
EDUCATION
Dalton L. McMichael High School
High school
University of Connecticut
Bachelor of Science - BS, Business Managment
ABOUT BEN NOBLES
I am an Air Force Military Veteran who has been working to coordinate missions, facilitate success, and be a force multiplier for results for 10+ years. Financial Planning and Strategies is my passion, and I strive to work with entire families to help prepare them and keep them on the path to financial freedom- Served as a Joint Tactical Attack Controller, close air support, for 6 years with a deployment to Iraq. Deconflicting the wants of ground commanders with the intricacies of aerial combat and weapon systems- Former Marketer of Veteran Affairs programs at UCONN, putting together monthly events for the 800+ Veteran Student Body- Brokerage Associate at Wells Fargo advisor, seen as subject matter expert on all things equity: bonds, mutual funds, and options. Helped clients manage their accounts. If you are anything like me, you make financial choices you feel are right and ultimately hope that it will work out in the end. When I am not connecting and helping Vets I make homebrew beer, hot sauce, and scuba dive whenever the weather is nice. I am always up for meeting new people (especially Vets).
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