Chad Hervig

Background

About Chad Hervig

I lead a team of caring and knowledgeable financial consultants in serving our clients in the state of Alabama and the surrounding areas. As a VP Branch Leader for Fidelity Investments I am primarily responsible for three things:(1) Serving our clients and growing our business in Alabama,(2) Creating, inspiring, and coaching a team of talented and caring professionals to ensure the greatest customer experience in the industry, and (3) upholding Fidelity’s legacy of integrity, client commitment, and innovation. There are many aspects of my role that are fulfilling, but what I enjoy the most is the opportunity to positively impact the lives of so many people. The people I hire and work with are smart, hard-working, and have a relentless commitment to our clients. I joined Fidelity in 1997 as a Service and Trading representative and have held a number of support, producer and leadership positions across the country within both the regional centers and the branch organization. During my 25 years with Fidelity, in each role and in every location, I have been privileged to be a part of a firm with an unerring devotion to our clients in every aspect of our business. I am passionate about what I do and an ardent believer in Fidelity’s story. I believe that each of us has the ability to make a positive difference in one another’s lives and that such an endeavor should be undertaken each day. At Fidelity we truly believe that doing the right thing for our clients is the right thing for the firm and for our financial advisors. This is how we develop meaningful and long term relationships with our clients, as well as lifelong advisors to support them. Specialties: FINRA Series 7, 9, 10, 63, 66, AL State Life and Health Insurance License