Join us as we dive into the transition to adulthood, and how parents can help their young adult reach financial independence in an ever-changing world.
We'll discuss:
• How to help set them up for financial success
• Creating realistic guardrails on money management, saving, and investing
• Practical conversation starters to help build confidence and independence
Investing involves risk, including risk of loss.
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Suzie is currently the team lead for Insights from Fidelity Wealth ManagementSM which provides educational content and resources including thought leadership articles, webinars, and videos for Wealth Management clients and advisors.
Much of Suzie’s experience has focused on shaping business strategies and uncovering client needs. Her prior roles during her 15+ years at Fidelity include developing new offerings as well as leading strategic consumer research in trading, brand, advertising, women and young investors, and distribution. Prior to Fidelity, she held roles at market research consultancies and technology in sales and relationship management.
Suzie earned a BS in Psychology and a BA in Women’s Studies from Duke University. At Fidelity, she is active in Raise, the working caregivers group. Outside of work, she is a parent to 3 active sons, oversees a merit scholarship for her high school, and interviews prospective student for her alma mater.
Julie Ann partners with Fidelity financial professionals to help clients address their unique planning and wealth transfer goals.
Julie Ann joined Fidelity in 2022 as a Vice President of Advanced Planning. In this role, she educates both clients and the broader Fidelity organization regarding family wealth planning strategies, including estate, trust, gift, and charitable planning techniques.
Prior to joining Fidelity, Julie Ann was a Senior Wealth Planning Strategist and, prior to that, a Senior Trust Officer at BMO Harris Bank, N.A. She was also an Estate Planning attorney in Maryland and Florida for various firms.
Julie Ann is a CERTIFIED FINANCIAL PLANNER®
certificant and has passed the SIE, Series 7, and 63 exams. She has a Bachelor of Science degree in Biology from Allegheny College and a Juris Doctor from Duquesne University School of Law.
Jen is a Vice President and Financial Consultant at Fidelity Investments and is based in our Minnetonka, MN investor center. She has worked for over a decade in the securities industry to support clients and their families with wealth planning strategies. She is committed to educating clients around both established and innovative approaches to financial planning and to create a financial footprint to help all her clients achieve their financial goals.
Jen earned a Bachelor of Arts degree in English Literature from the University of Minnesota. She is a CERTIFIED FINANCIAL PLANNER™ professional. She also has her Insurance Licenses: Life, Health and Annuities and the Series 7, 63 and 65 registrations.
Sima is a Vice President and Wealth Planner at Fidelity Investments and is based in our Sarasota, FL investor center. As a Wealth Planner, she strategically focuses on three things: educating, organizing and preparing clients for the inevitable financial decisions they will have to make using Fidelity's capabilities and resources. Together she and her clients co-create a complex financial plan that works towards conveying confidence that their money will last through their lifetime.
She started with Fidelity in 2021, and prior to that was a Wealth Advisor at Morgan Stanley.
Sima earned a Bachelor of Commerce in Finance and Marketing from University of Virginia. She is a CERTIFIED FINANCIAL PLANNER® certificant and a Chartered Financial Consultant®. She also has her Insurance Licenses: Life, Health and Annuities and the Series 7 and 66 registrations.
