Sandy Stewart is an Investment Consultant at Fidelity Investments, a position held since 2025. Prior to this role, Sandy gained experience within Fidelity Investments as a Planning Consultant from 2024 to 2025, and as a Relationship Manager and Financial Representative during 2023. Sandy's earlier career includes positions as a Private Client Banker from 2020 to 2023 and Relationship Banker from 2018 to 2020, both at JP Morgan Chase.
In Sandy's work, partnering with clients to understand their goals and build customized financial plans is a central focus. Providing education and quality service to clients and their families is emphasized as an important aspect of their professional approach.
Outside of work, Sandy has personal interests that include cooking and baking, hiking, caring for pets, reading, and running.