Shavonne Worthy
Advisor at Fidelity
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.
Advisor at Fidelity
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.
Location
Oak Brook, IL 60523-8416
Credentials
Series 66
Industry experience
6 years
Shavonne Worthy currently serves as Vice President and Branch Leader at Fidelity Investments, a role she has held since 2023. In this capacity, she focuses on cultivating long-lasting connections with team members to ensure they provide effective guidance to clients, emphasizing trust as the foundation of a strong team and placing the client at the center of all activities.
Her professional experience includes roles as Client Relationship Manager at Charles Schwab, Planning Consultant and Relationship Manager at Fidelity Investments, Financial Representative at Fidelity Investments, and Financial Relationship Advisor at Wells Fargo Advisors. These positions have contributed to her expertise in client relationship management and financial planning.
Outside of her professional career, Shavonne enjoys activities such as attending concerts, spending time with family, fitness, social events with friends, music, and photography.
Based on Fidelity
1415 W 22 Nd St, Oak Brook Reg Twr Stes 100 & 900
Oak Brook, IL 60523-8416
Illinois · Texas
Fidelity Investments
2025 - Present (1 year)
fidelity Investments
2023 - Present (3 years)
Charles Schwab Bank, SSB
2023 - 2023 (1 year)
Charles Schwab
2023 - 2023 (1 year)
Fidelity brokerage Services LLC
2020 - 2023 (3 years)
Wells Fargo Clearing
2019 - 2020 (1 year)
Girls on the Run-Chicago
2013 - 2019 (6 years)
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