Taylor D. Avery
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Taylor D. Avery Email & Phone Number

Workplace Planning Consultant III at Fidelity Investments
Location: Provo, Utah, United States 8 work roles 2 schools
1 work email found @fmr.com LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 86%

Contact Signals · 1 work email

Work email t****@fmr.com
LinkedIn Profile matched
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Current company
Fidelity Investments
Role
Workplace Planning Consultant III
Location
Provo, Utah, United States
Company size
52767 employees

Who is Taylor D. Avery? Overview

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Quick answer

Taylor D. Avery is listed as Workplace Planning Consultant III at Fidelity Investments, a with 52767 employees, based in Provo, Utah, United States. AeroLeads shows a work email signal at fmr.com and a matched LinkedIn profile for Taylor D. Avery.

Taylor D. Avery previously worked as Workplace Planning Consultant II at Fidelity Investments and Workplace Planning Consultant I at Fidelity Investments. Taylor D. Avery holds Bachelor Of Science - Bs, Finance, Minor In Computer Science from Brigham Young University.

Company email context

Email format at Fidelity Investments

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tavery@fmr.com
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AeroLeads found 1 current-domain work email signal for Taylor D. Avery. Compare company email patterns before reaching out.

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Profile bio

About Taylor D. Avery

Finance undergrad at BYU with a strong track record of leveraging exceptional people skills to drive successful client engagements. With three years in the finance industry, I've developed a deep understanding of financial markets and products. Currently a junior, I'm complementing my financial experience with a minor in computer science and expanding the scope of my skills.

Current workplace

Taylor D. Avery's current company

Company context helps verify the profile and gives searchers a useful next step.

Fidelity Investments
Fidelity Investments
Workplace Planning Consultant III
boston, massachusetts, united states
Website
fidelity.com
Employees
52767
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Company profile
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8 roles

Taylor D. Avery work experience

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

Workplace Planning Consultant Ii

Fidelity Investments

Salt Lake City, Utah, United States

Engaging with 401k participants in professional appointments, I provide essential guidance in navigating plan requirements, facilitating meaningful strides towards a secure retirement, and aiding in the selection of suitable investments. Specializing in assisting individuals with a minimum of $100k in assets, I am dedicated to optimizing their retirement planning journey. Additionally, I play a pivotal role in referring millions of dollars of business to strategic partners, further contributing to the growth and success of our network.

Workplace Planning Consultant I

Fidelity Investments

Salt Lake City, Utah, United States

Guided 401k participants through retirement strategies, investment decisions, and plan intricacies. Specialized in clients with assets up to $100k in the beginning stages of retirement savings. Facilitated substantial partner referrals, contributing to company growth.

Sep 2022 - Jan 2023

Workplace Planning Associate

Fidelity Investments

Salt Lake City, Utah, United States

Conducted a high volume of daily outreach, skillfully connecting 401k participants with expert consultants.

Mar 2022 - Sep 2022

Associate Personal Banker

Wells Fargo

Provo, Utah, United States

Cultivated professional relationships with individuals and businesses in two languages, managing hundreds of intricate financial transactions across diverse systems and currencies. Additionally, I assessed numerous individuals and businesses for credit extensions and provided comprehensive financial services.

Aug 2021 - Mar 2022

Teller

Wells Fargo

Tooele, Utah, United States

Nov 2020 - Jul 2021

Assistant Manager

Vector Marketing

Sandy, Utah, United States

Directed a 10-person sales team to achieve monthly objectives, overseeing recruitment and onboarding for 30 new representatives.

Aug 2018 - Oct 2018

Sales Representative

Vector Marketing

Sandy, Utah, United States

Coordinated and conducted 95 sales appointments with self-sourced customer leads.

May 2018 - Oct 2018
Team & coworkers

Colleagues at Fidelity Investments

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

MS Meredith Smith Meredith Smith Colleague at Fidelity InvestmentsUnited States View → MG Marsha Grills Marsha Grills Colleague at Fidelity InvestmentsMilton, Massachusetts, United States View → NA Nishant Agarwal Nishant Agarwal Colleague at Fidelity InvestmentsCary, North Carolina, United States View → DG Dharmesh Gnanasivam Dharmesh Gnanasivam Colleague at Fidelity InvestmentsCary, North Carolina, United States View → SW Stephen Wikfors Stephen Wikfors Colleague at Fidelity InvestmentsOakland, New Jersey, United States View → JJ Jared Jones Jared Jones Colleague at Fidelity InvestmentsNashville Metropolitan Area, United States View → AJ Anitta Jose Anitta Jose Colleague at Fidelity InvestmentsGalway, County Galway, Ireland View → SA Stephanie Ayotte Stephanie Ayotte Colleague at Fidelity InvestmentsGreater Boston, United States View → AC Andrias Campbell Andrias Campbell Colleague at Fidelity InvestmentsHighland Park, Illinois, United States View → SL Shauna Livings Shauna Livings Colleague at Fidelity InvestmentsRio Rancho, New Mexico, United States View →
2 education records

Taylor D. Avery education

Bachelor Of Science - Bs, Finance, Minor In Computer Science

Brigham Young University

Activities and Societies: BYU Real Estate Association, Finance Society

Education record

Stansbury High School

Activities and Societies: Cross Country, Track & Field, Show Choir, Concert Choir, Ballroom Team, Student Government, Foreign Language.

FAQ

Frequently asked questions about Taylor D. Avery

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

What company does Taylor D. Avery work for?

Taylor D. Avery works for Fidelity Investments.

What is Taylor D. Avery's role at Fidelity Investments?

Taylor D. Avery is listed as Workplace Planning Consultant III at Fidelity Investments.

What is Taylor D. Avery's email address?

AeroLeads has found 1 work email signal at @fmr.com for Taylor D. Avery at Fidelity Investments.

Where is Taylor D. Avery based?

Taylor D. Avery is based in Provo, Utah, United States while working with Fidelity Investments.

What companies has Taylor D. Avery worked for?

Taylor D. Avery has worked for Fidelity Investments, Wells Fargo, and Vector Marketing.

Who are Taylor D. Avery's colleagues at Fidelity Investments?

Taylor D. Avery's colleagues at Fidelity Investments include Meredith Smith, Marsha Grills, Nishant Agarwal, Dharmesh Gnanasivam, and Stephen Wikfors.

How can I contact Taylor D. Avery?

You can use AeroLeads to view verified contact signals for Taylor D. Avery at Fidelity Investments, including work email, phone, and LinkedIn data when available.

What schools did Taylor D. Avery attend?

Taylor D. Avery holds Bachelor Of Science - Bs, Finance, Minor In Computer Science from Brigham Young University.

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