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Melissa Colby
Planning Consultant @Fidelity Investments
Chicago, IL, US
EMAILS
m••••••••@fidelity.com
MOBILE NUMBERS
+12•••••••01
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WORK HISTORY
Jun 2022 — Present
Planning Consultant @Fidelity Investments
I work with clients to build a personalized plan around their full financial picture, covering topics such as retirement, taxes, health care, and estate planning.
SKILLS
Portfolio ManagementFinancial EducationRetirement PlanningInsuranceEstate PlanningSeries 7Asset AllocationFinancial PlanningAsset ManagementRetirement Plan ConsultingSeries 63
ABOUT MELISSA COLBY
I am part of Fidelity‘s Workplace Education, Planning and Advice organization, working…
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