Verified recordFinancial Services

Brian Gwaltney

Financial Consultant at Fidelity Investments

Based in Richmond, United States

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Seniority

Staff

Department

Finance & Accounting

Location

Richmond

Industry

Financial Services

Company size

85K

Contact information

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Email

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b•••••••@fidelity.com

Phone

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Background

About Brian Gwaltney

As a Financial Advisor, I am dedicated to helping my clients meet their financial needs. Whether you are planning your retirement, saving for your children's or grandchildren's education, or looking to preserve your wealth, I can help. Before entering the financial services industry, I graduated from Hampden-Sydney College with a degree in Economics and Business. My mission is to help each one of my clients plan for a financial future in a way that best meets his or her goals. And my commitment doesn't end there. I have been an active member of the local community for nearly 20 years. Away from the office, I enjoy watching an array of sports, golfing, and spending time with family & friends. I look forward to extending my services to you and your family. Together, we can discuss financial strategies designed to fit your unique situation. This information is intended for use by residents of VA, AZ, CO, FL, MD, NC, SC, and TX only. National Insurance Producer License Number: 18817313 Investment and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency * Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate * Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

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