Marti Adams, Cfp®
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Marti Adams, Cfp® Email & Phone Number

Workplace planning consultant at Fidelity Investments
Location: Addison, Texas, United States 9 work roles 1 school
1 work email found @fmr.com LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email m****@fmr.com
LinkedIn Profile matched
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Current company
Fidelity Investments
Role
Workplace planning consultant
Location
Addison, Texas, United States
Company size
52767 employees

Who is Marti Adams, Cfp®? Overview

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Quick answer

Marti Adams, Cfp® is listed as Workplace planning consultant at Fidelity Investments, a with 52767 employees, based in Addison, Texas, United States. AeroLeads shows a work email signal at fmr.com and a matched LinkedIn profile for Marti Adams, Cfp®.

Marti Adams, Cfp® previously worked as Personal Financial Representative at Allstate and Dirrector of Financial Planning & Investments at Northwestern Mutual. Marti Adams, Cfp® holds Bachelor Of Science (Bs), Finance, General from University Of Arkansas.

Company email context

Email format at Fidelity Investments

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*@fmr.com
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Profile bio

About Marti Adams, Cfp®

I am a certified financial planner (CFP) with over 35 years of experience in the financial services industry. My field of expertise is workplace planning and alternative investments, which I use to help clients achieve their financial goals and secure their retirement future. I work as a workplace planning consultant at Fidelity Investments, one of the largest and most trusted financial institutions in the world.In my role, I provide comprehensive financial guidance and education to employees of Fidelity's corporate clients. I help them understand their retirement benefits, investment options, and financial wellness strategies. I also assist them with setting up and managing their accounts, and provide ongoing support and follow-up. I leverage my skills and knowledge in alternative investments, mutual funds, and separately managed accounts to offer customized solutions that suit their risk tolerance and preferences. I enjoy building long-term relationships with my clients and seeing them achieve their financial dreams.

Listed skills include Alternative Investments, Financial Advisory, Cross Selling, Relationship Management, and 9 others.

Current workplace

Marti Adams, Cfp®'s current company

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Fidelity Investments
Fidelity Investments
Workplace planning consultant
boston, massachusetts, united states
Website
fidelity.com
Employees
52767
AeroLeads page
Company profile
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9 roles

Marti Adams, Cfp® work experience

A career timeline built from the work history available for this profile.

Personal Financial Representative

Allstate

Partner with existing Allstate agents to increase life and retirement business for their current property and casualty and auto customers. Discuss current life insurance needs and align the best product for the customer. Also educate clients on the best retirement plan options to help them achieve their goals with minimal risk.

Nov 2019 - Feb 2021

Dirrector Of Financial Planning & Investments

Northwestern Mutual

Dallas/Fort Worth Are

Oversaw the insurance, investments and financial planning process for a successful Wealth Management Advisor at Northwestern Mutual. Responsible for processing all life insurance applications through underwriting and opening of all investment and retirement accounts.

Jul 2015 - Jun 2019

Regional Vice President

Equinox Group Distributors

Sales and marketing of mutual funds and limited partnership products to financial advisors in the independent and wirehouse channel in a muti-state region

Aug 2009 - Sep 2013

Vice President

Equinox Group Distributors
Aug 2009 - Aug 2013

Vice President

Ing

Greater Nashville Area, Tn

May 2008 - Nov 2008

Vice President

Old Mutual

Greater Seattle Area

Sep 2006 - Nov 2007

Vice President

J.P. Morgan

Seattle Washington

Jul 2004 - Aug 2006

Vice President

Merrill Lynch

Greater Seattle Area

Oct 1996 - Feb 2004
Team & coworkers

Colleagues at Fidelity Investments

Other employees you can reach at fidelity.com. View company contacts for 52767 employees →

PS Pandiyan Subash Pandiyan Subash Colleague at Fidelity InvestmentsChennai, Tamil Nadu, India View → JS Jayson Symons Jayson Symons Colleague at Fidelity InvestmentsDenver Metropolitan Area, United States View → SS Savanna Smith Savanna Smith Colleague at Fidelity InvestmentsAmerican Fork, Utah, United States View → CE Caron Ellis Caron Ellis Colleague at Fidelity InvestmentsMount Holly, New Jersey, United States View → CR Chandan R Chandan R Colleague at Fidelity InvestmentsBengaluru, Karnataka, India View → VK Virbhadra K Virbhadra K Colleague at Fidelity InvestmentsAlpharetta, Georgia, United States View → VS Vijayshree Sewlia Vijayshree Sewlia Colleague at Fidelity InvestmentsBengaluru, Karnataka, India View → MJ Matt Jacobson Matt Jacobson Colleague at Fidelity InvestmentsGreater Chicago Area, United States View → BD Brooke Deschamps Brooke Deschamps Colleague at Fidelity InvestmentsBoston, Massachusetts, United States View → CS Charan Singh Charan Singh Colleague at Fidelity InvestmentsCary, North Carolina, United States View →
1 education record

Marti Adams, Cfp® education

FAQ

Frequently asked questions about Marti Adams, Cfp®

Quick answers generated from the profile data available on this page.

What company does Marti Adams, Cfp® work for?

Marti Adams, Cfp® works for Fidelity Investments.

What is Marti Adams, Cfp®'s role at Fidelity Investments?

Marti Adams, Cfp® is listed as Workplace planning consultant at Fidelity Investments.

What is Marti Adams, Cfp®'s email address?

AeroLeads has found 1 work email signal at @fmr.com for Marti Adams, Cfp® at Fidelity Investments.

Where is Marti Adams, Cfp® based?

Marti Adams, Cfp® is based in Addison, Texas, United States while working with Fidelity Investments.

What companies has Marti Adams, Cfp® worked for?

Marti Adams, Cfp® has worked for Fidelity Investments, Allstate, Northwestern Mutual, Equinox Group Distributors, and Ing.

Who are Marti Adams, Cfp®'s colleagues at Fidelity Investments?

Marti Adams, Cfp®'s colleagues at Fidelity Investments include Pandiyan Subash, Jayson Symons, Savanna Smith, Caron Ellis, and Chandan R.

How can I contact Marti Adams, Cfp®?

You can use AeroLeads to view verified contact signals for Marti Adams, Cfp® at Fidelity Investments, including work email, phone, and LinkedIn data when available.

What schools did Marti Adams, Cfp® attend?

Marti Adams, Cfp® holds Bachelor Of Science (Bs), Finance, General from University Of Arkansas.

What skills is Marti Adams, Cfp® known for?

Marti Adams, Cfp® is listed with skills including Alternative Investments, Financial Advisory, Cross Selling, Relationship Management, Client Development, Separately Managed Accounts, Communication Skills, and Asset Allocation.

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