Amy Walls

Background

About Amy Walls

As an Executive Planning Consultant, I partner with Fidelity's executive clients to understand their short- and long-term goals. We co-create a financial plan that serves to strengthen and secure their financial well-being. I believe in the importance of having strong relationships with my clients; grounded in a deep level of trust, reliability, and competency. I love that my job allows me to help people based on my experiences – not just from my professional and educational experience, but also from life experiences. I believe in the power of sharing of our life stories – we have so much to learn from each other beyond what we have been taught and what we have studied. I find it incredibly rewarding to help clients set and achieve their goals when it is grounded in listening to their story and staying true to who they are. Before becoming a financial advisor, I held a broad spectrum of investment positions in the asset management industry including overseeing Fidelity's thought leader program and managing a portion of a Dartmouth's endowment. I have served as an investment consultant and oversaw an investment product team at another large asset management firm. Outside of work, I love spending time with my husband, our children, and my extended family and friends. I am incredibly fortunate to have such a great blended family and the support of friends from all different parts of my personal and professional life. Views expressed are as of the date indicated and may change based on market and other conditions. Unless otherwise noted, the opinions provided are those of the author, and not necessarily those of Fidelity Investments. Links to third-party web sites may be shared on this page. Those sites are unaffiliated with Fidelity. Fidelity has not been involved in the preparation of the content supplied at the unaffiliated site and does not guarantee or assume any responsibility for its content. Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917.