Fidelity
Matthew Tucker, CFP®, possesses extensive experience in wealth planning and financial consulting. Currently serving as Vice President and Wealth Planner at Fidelity Investments since February 2019, Matthew previously held the position of VP - Financial Consultant at Charles Schwab, managing a client portfolio averaging $1.6 million in net worth. Matthew's career at Fidelity Investments began in June 2012, progressing through various roles including Portfolio Specialist and Financial Representative. Earlier experience includes working as a Title Specialist at FSU Credit Union from January 2009 to May 2012. Matthew holds a Bachelor of Science in Finance from the University of Florida and a Master of Science in Personal Financial Planning from the College for Financial Planning, along with the Certified Financial Planner designation from Suffolk University.
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Fidelity
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Fidelity is a privately owned investment manager. It also provides IRAs, 401(k) rollovers, annuities, discount brokerage services, retirement services, estate planning, wealth management, securities execution and clearance, and life insurance services to its clients. Fidelity provides its services to individual investors, businesses, financial advisors, and institutions. It manages equity, fixed income, and balanced mutual funds. Fidelity invests in the public equity and fixed income markets across the globe. It conducts in-house research to make its investments. Fidelity operates as a subsidiary of FMR LLC. It began operation in 1946, with its headquarters in Boston in Massachusetts.