Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 65
Experience Industry experience
16 years
Location
Electra, TX
Fidelity
Institution
Bonnie McAlister is a Wealth Management Planning Consultant at Fidelity Investments. In this role, she collaborates directly with her Wealth Management Team to deliver specialized services tailored to each client's individual financial needs. Her work focuses on fostering enduring relationships between Fidelity and clients through dedicated support aimed at achieving their financial goals.
Bonnie has been with Fidelity Investments since 2010, progressing through various roles including Financial Representative, Relationship Manager, Senior Relationship Manager, and currently Wealth Management Planning Consultant. This experience has provided her with a comprehensive understanding of wealth management and client relationship management within the financial services industry.
Based on Fidelity
Electra, TX
Electra TX
Advisors at this office
1
Texas
16 years of industry experience
Fidelity Investments
2025 - Present • 1 year
Boston, MA
Fidelity Personal and workplace Advisors
2018 - Present • 8 years
Boston, MA
fidelity Investments
2010 - Present • 16 years
Houston, TX
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Series 66
Iowa Park, TX
Charles Schwab
Jenny Gray is a financial advisor at Charles Schwab with 15 years of industry experience. She holds the Series 66 designation and previously worked at Morgan Stanley and J.P. Morgan Securities. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account services. The firm offers a combination of non-discretionary advisory guidance and access to discretionary separately managed accounts using multi-asset model portfolios and centralized operational support.
Series 66
Iowa Park, TX
Edward Jones
Courtney Forsythe is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, Forsythe worked for 15 years at Darrel Walker State Farm and has also been involved with Defining Moments Dance Studio. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of advisors and branch offices.
CFP®, Series 66
Iowa Park, TX
Edward Jones
Shelby Womack is a CFP® with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, Shelby worked at Rough Creek Lodge. Outside of advisory work, Shelby is involved in family cattle ranching and owns the Edward Jones office location in Iowa Park, Texas, which he leases to the firm. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of advisors and branches.
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