Nancy Chappell
Vice President Financial Consultant at Fidelity Investments
- Role
- Vice President Financial Consultant at Fidelity Investments
- Location
- Thousand Oaks, CA, US
- LinkedIn followers
- 500 followers
Experience
Vice President Financial Consultant
May 2018 — Present
I partner with high net worth individuals to build and maintain customized and comprehensive financial plans as foundation for informed decision-making. Together we clarify priorities, develop insight and ideas, build knowledge and confidence, and explore the tools and resources available to you at Fidelity. I serve as your guide in a dynamic, ongoing process that adjusts with you through life events always with your goals in focus.Privately held for nearly 70 years, Fidelity provides investors with access to the information and expertise you need to achieve better results. Our approach is innovative yet personal, compassionate yet responsible, and grounded by a tireless work ethic - the heart of the Fidelity way. For our Terms and Conditions, please visit http://go.fidelity.com/LIterms
Education
Old Dominion University
Master of Science, Secondary Education
2001 — 2002
Yale School of Management
Executive Education, Wealth Management Theory and Practice
Georgetown University
graduate coursework, Public Policy
1991 — 1991
UC San Diego
Bachelor of Arts, Political Science
1985 — 1989
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