Michael Jeannot
Financial Consultant | HNW & UHNW Planning | Helping You Put Purpose Behind Your Wealth
- Role
- Financial Consultant at Fidelity Investments
- Location
- Fort Lauderdale, FL, US
- LinkedIn followers
- 500 followers
About Michael Jeannot
With over a decade of experience in financial services, I lead a dedicated wealth team at Fidelity Investments, partnering with successful families, executives, and entrepreneurs to help them preserve, grow, and strategically transfer their wealth through generations. We deliver a white-glove approach to private wealth planning—integrating investment strategy, tax efficiency, and family legacy objectives. Rooted in Fidelity’s tradition of trusted guidance, I help clients paint the picture of their long-term vision for family, business, and community impact—ensuring their wealth creates meaning beyond returns.
Experience
Financial Consultant
Feb 2025 — Present · Fort Lauderdale, FL, US
Education
Western Governors University
Bachelor of Science business administration, Information Technology management
The American College of Financial Services
Certified Financial Planner
Skills
- Microsoft Office
- Portfolio Management
- Loans
- Leadership
- Customer Service
- Management
- Banking
- Credit
- Financial Analysis
- Retail Banking
- Financial Services
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