Stacy Banner
Head of Tem Planning & Advice @Fidelity Investments
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WORK HISTORY
Head of Tem Planning & Advice @Fidelity Investments
EDUCATION
Florida State University
Bachelor of Arts (B.A.), English/Language Arts Teacher Education
SKILLS
ABOUT STACY BANNER
As the Head of TEM Planning & Advice, my team and I help participants with all of their benefits and comprehensive planning needs. I absolutely love my job, because it allows me to help our participants reach their financial hopes and dreams, while creating a culture and environment worthy of the most talented people in the industry.Fidelity Investments provides millions of clients with investment services across all stages of life. We help clients with retirement planning, college savings, estate planning strategies, and offer an award winning retail brokerage and trading platform. As a seasoned leader, I’ve had the opportunity to engage in work across many disciplines including; sales, service, rollover, tax exempt, operations, executive services, strategy, execution, and leadership. I’ve been able to experience first-hand the opportunities for growth and advancement.I have loved working at Fidelity over the last 19 years and consider my self very fortunate to work for an innovative and client focused company that values our clients and associates. Most of all, I am surrounded by extraordinary people who inspire me to be better every day.
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