Huong Do Email and Phone Number
I help advisors build a better financial planning experience that supports clients’ beliefs and passions through charitable giving. As Regional Vice President at Fidelity Charitable, I am a resource to advisors in the Central West market who seek to deepen client engagement and grow their practice by building charitable giving strategies into clients’ overall financial and wealth management plans. This effort includes working with advisors and their clients to strengthen understanding of the different charitable vehicles like donor-advised funds, a practice that can help donors be more strategic in charitable giving and make more of an impact.Fidelity Charitable, established in 1991, is an independent public charity and the largest sponsor of donor-advised funds in America. Our mission is to grow the American tradition of philanthropy by providing programs that make giving accessible, simple, and effective. Fidelity Charitable® is the leading donor-advised fund sponsor in the country with a simple mission—to grow the American tradition of philanthropy. We have helped donors support more than 406,000 nonprofit organizations with nearly $84.5 billion in grants. At Fidelity Charitable®, our job is to help donors maximize their generosity by providing programs that make charitable giving accessible, simple, and effective.Financial literacy, mental health, and food insecurity are among the causes I support personally. Let's connect if this resonates with you!
Fidelity Charitable®
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Regional Vice PresidentFidelity Charitable® Oct 2021 - PresentBoston, Ma, Us -
Financial ConsultantFidelity Investments Mar 2015 - Oct 2021Boston, Ma, Us -
Private Wealth AdvisorWells Fargo Aug 2011 - Mar 2015San Francisco, California, Us -
Plan AdministratorMvp Plan Administrators, Inc. Mar 2009 - Aug 2011Holly Springs, Nc, Us -
Retirement Investment SpecialistFidelity Investments Oct 2007 - Mar 2009Boston, Ma, Us
Huong Do Education Details
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University Of North Carolina At Chapel HillBachelor'S Degree
Frequently Asked Questions about Huong Do
What company does Huong Do work for?
Huong Do works for Fidelity Charitable®
What is Huong Do's role at the current company?
Huong Do's current role is Regional Vice President at Fidelity Charitable (Private Wealth & Executive Services).
What schools did Huong Do attend?
Huong Do attended University Of North Carolina At Chapel Hill.
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