Ryan Rogers is a Planning Consultant at Fidelity Investments, a position he has held since 2024. In this role, he partners with clients to understand their short- and long-term financial goals and helps build customized financial plans tailored to their unique needs. He emphasizes forming strong relationships with clients and their families, focusing on trust, reliability, and competency.
Ryan has extensive experience with Fidelity Investments, having served in multiple roles since 2018. His previous positions include Investment Solutions Representative III (2023-2024), Investment Solutions Representative II (2022-2023), Investment Solutions Representative I (2021-2022), High Net Worth Associate (2019-2021), and Customer Relationship Advocate (2018-2019). This progression highlights his developed expertise in investment solutions and client service.
He holds insurance licenses in Arkansas and California.