Catherine A. Jones, Cfp® Email & Phone Number

Greater Chicago Area

Fidelity is the online trading brokerage of choice with ETFs, mutual funds, IRAs, retirement planning and investment solutions.I was promoted to Account Executive and work with a book of 400+ accounts valued from $300MM-$400MM. My clients, typically¸ have a high net worth of $1MM or more.I am my clients' trusted advisor. I understand their needs and goals and find the solutions to help meet those goals. I am a partner in their success, doing whatever I can to make their dreams come true.I am involved in all types of financial planning from: estate, income, retirement, and investment. I also act as a mentor to young account representatives on strategies, languages, and approaches they can employ to make them better at their job. I enjoy working with them and, together, we achieve so much more as a team. The team achieves success because I share my knowledge.If you would like to learn more about what financial services I can provide for you or to learn more about this position, please connect with me.

Greater Chicago Area

Fidelity is the online trading brokerage of choice with ETFs, mutual funds, IRAs, retirement planning and investment solutions.I was promoted to this position, taking over and helping build a portfolio of accounts valued under $1MM. I provided financial guidance to clients and assist them with their short and longer term financial goals.As with any position, I approached this role with extreme diligence, resolving any issues quickly, carrying out any administrative responsibilities, and making sure the right representative was assigned to the right client.I stayed in constant contact with my clients. Whether to just check up, make sure they were satisfied with their choices, or see if they wanted to make any changes based on overall performance and changes in the economy and market, I was made sure I connect with every client.In 2012, I was promoted.If you have any questions regarding this position, please contact me.

Greater Chicago Area

Fidelity is the online trading brokerage of choice with ETFs, mutual funds, IRAs, retirement planning and investment solutions.I interned with Fidelity while in college, getting my foot in the door. I obtained my licenses and was brought onboard because of my strong customer skills and understanding of investment and financial solutions.I was the first person that clients met. I made that connection and began building a relationship based on trust and reliability. I listened to my clients and connected them with the appropriate Account Executive for their specific financial needs. I handled my clients' needs, resolved any issues related to paperwork, logistics, filtering information within the group, and administrative situations.I was then promoted in 2008.If you have any questions regarding this position, please contact me.