Sonja Simmons

Sonja Simmons Email and Phone Number

Retirement Planner @ Fidelity Investments
boston, massachusetts, united states
Sonja Simmons's Location
United States, United States
Sonja Simmons's Contact Details

Sonja Simmons personal email

n/a
About Sonja Simmons

Being a Financial Professional is truly the best job in the world. That’s because I get to help people from all walks of life realize their dreams for financial security, asset growth and income protection. Each of my clients is unique in what they need for insurance coverage, retirement planning strategy, and wealth transfer to the next generation. Tell me what your goals are and we’ll help achieve them together.

Sonja Simmons's Current Company Details
Fidelity Investments

Fidelity Investments

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Retirement Planner
boston, massachusetts, united states
Website:
fidelity.com
Employees:
52767
Sonja Simmons Work Experience Details
  • Fidelity Investments
    Retirement Planner
    Fidelity Investments Jul 2022 - Present
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  • United Airlines
    Customer Service Representative
    United Airlines Aug 1996 - Present
    Newark, Nj
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  • Prudential Financial
    Financial Professional At The Prudential Insurance Company Of America
    Prudential Financial Jan 2013 - May 2023
    Basking Ridge, Nj
    A Financial Professional• Completes fact-finding process to allow for thorough understanding of clients’ financial goals and needs• Develops customized ideas and solutions for each client• Specializes in helping clients meet their protection needs through a variety of insurance products
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  • Prudential Financial
    Financial Planner At Pruco Securities, Llc
    Prudential Financial Jan 2003 - Dec 2006
    Warren, Nj
    A Financial Planner• Assists in the clarification, understanding and quantification of client’s financial goals and needs.• Assists clients in gathering the information needed to prepare the financial plan.• Creates a financial plan that provides information and strategies to help clients make better informed financial decisions.• Educates clients on solutions to the potential hidden risks that may disrupt their financial plan.• Meets with family members, executors and other advisors to discuss the clients’ financial plan, if desired, for a concerted effort.• Periodically updates the clients’ financial plan, if desired, to help clients make adjustments due to our ever changing environment.
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Sonja Simmons Education Details

Frequently Asked Questions about Sonja Simmons

What company does Sonja Simmons work for?

Sonja Simmons works for Fidelity Investments

What is Sonja Simmons's role at the current company?

Sonja Simmons's current role is Retirement Planner.

What is Sonja Simmons's email address?

Sonja Simmons's email address is so****@****ial.com

What schools did Sonja Simmons attend?

Sonja Simmons attended Rutgers University, Rutgers University-New Brunswick.

Who are Sonja Simmons's colleagues?

Sonja Simmons's colleagues are Douglas Gordon, Greg Foster, Dr. Robin John Quest, Courtenay Rodonets, Glenda Jordan, Melanie Cahill, Ryan Creen.

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