Wealth Advisors

Relationships Built on Trust

Each Fidelity Bank Wealth Management client is assigned a dedicated Wealth Advisor for their unique wealth management needs. They strive to understand a client’s goals, objectives, and expectations by listening and identifying needs, determining priorities, assessing risk tolerance and ultimately providing financial planning to achieve their goals. Through the Wealth Advisor, clients have access to highly knowledgeable, experienced individuals that work alongside their other professional advisors to create a well-rounded team focused entirely on them.
Our Wealth Advisors are local. They live and work in the communities they serve and are as close as your local Fidelity Bank branch.

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We do not provide legal or tax advice. Please consult your legal or tax advisor in regards to your own situation.
Financial products made available or recommended by Fidelity Bank that are not bank deposits are not insured by the FDIC; are not a deposit or other obligation of, or guaranteed by, Fidelity Bank; and are subject to investment risks, including possible loss of the principal amount invested.