Zac McMillan
Financial Services Representative @Fidelity Investments
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WORK HISTORY
Financial Services Representative @Fidelity Investments
As a Financial Services Representative at Fidelity, I serve as a front-line advocate for clients, helping them navigate financial decisions with confidence. I provide personalized support on account management, investment guidance, and retirement planning tools, all while prioritizing clear communication and education.This role allows me to deepen my understanding of investment products, financial markets, and regulatory frameworks, while delivering value to clients at every stage of their financial journey. I work closely with seasoned professionals and mentors who are helping me grow into a comprehensive, well-rounded financial planner.I’m currently on the path to earning my CFP® designation, and I view this role as a foundational step in becoming a trusted advisor who can help individuals and families build wealth, reduce tax burdens, and plan with intention.
EDUCATION
Brigham Young University
Bachelor's degree
ABOUT ZAC MCMILLAN
I’m a finance enthusiast turned professional with a deep-rooted passion for helping…
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