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John T

Series 66

Boston, MA

Fidelity

John Tangstrom serves as Vice President and Private Wealth Management Advisor at Fidelity Investments. In this role, he collaborates with a team of professionals to help clients customize financial strategies tailored to their unique objectives. He emphasizes building strong relationships and a deep understanding of clients to coordinate the extensive resources and specialists available at Fidelity Investments for plan implementation. Mr. Tangstrom's career at Fidelity Investments spans over two decades, beginning as a Financial Services Representative in 2001 and progressing through various positions including Income Planning Consultant, Director of Estate Planning, Director of Relationship Manager, and Vice President roles in Financial Consulting and Wealth Management. Prior to joining Fidelity, he worked as a Financial Advisor at American Express Financial Advisors from 2000 to 2001.

Wealth management Income planning Retirement income strategy General estate planning guidance Financial Professional
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Coralie V

Series 66

Boston, MA

Fidelity

Coralie Vanderydt is a Planning Consultant serving as the primary point of contact for the wealth management team. In this role, she supports clients by managing their service needs and helping them maximize their financial plans. She has been with Fidelity Investments since 2022, initially working as a Financial Representative before advancing to the role of Relationship Manager in 2024. This experience has provided her with a foundation in client relationship management and financial services. No additional education, credentials, personal interests, or community involvement information has been provided.

Wealth management Financial Professional
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Scott S

Series 63, Series 65

Boston, MA

Fidelity

Scott Seney is a Vice President Private Wealth Management Advisor at Fidelity Investments. In this role, he partners with families to develop lifelong, trusted relationships by focusing on the governance of their family's financial resources, wealth, and succession planning. He coordinates a team of specialists to deliver comprehensive wealth management services aimed at simplifying and harmonizing generational wealth planning. Scott has accumulated over a decade of experience at Fidelity Investments, progressing through roles including Investment Consultant, Financial Consultant, and Vice President, Financial Consultant prior to his current position since 2021. His expertise centers on wealth management and holistic financial consulting. Beyond his professional work, Scott's personal interests include golf, music, outdoor adventures, and skiing.

Wealth management Multi-generational wealth transfer Business succession planning General estate planning guidance
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Francis B

CFP®, Series 63, Series 66

Boston, MA

Fidelity

Frank Benison is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2018. In this role, he works with clients on a wide spectrum of financial situations, including retirement planning, investment guidance, insurance, and college planning. He focuses on building long-term relationships with clients and advocates for customized financial plans tailored to the unique needs of each family. Frank has been with Fidelity Investments since 1998, progressing through various roles such as Financial Consultant, Relationship Manager, and Retirement Services Representative. His extensive experience at Fidelity spans over two decades, providing him with a deep understanding of financial services and client needs. He holds a California Insurance License. Outside of his professional responsibilities, Frank's personal interests include biking, bowling, fitness, football, and parenthood.

General retirement planning Wealth management College savings (529s, UTMA, etc.) Life insurance needs analysis Parents
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Erika L

CFP®, Series 66

Boston, MA

Fidelity

Erika Lamere is a Financial Consultant at Fidelity Investments, where she has been serving since 2024. Prior to this role, she held positions at Fidelity Investments as an Investment Consultant from 2022 to 2024, a Financial Representative from 2021 to 2022, and a Workplace Planning Consultant from 2020 to 2021. In her current role, Erika focuses on understanding clients' financial goals and motivations to develop tailored financial plans that suit their unique situations. Outside of her professional responsibilities, Erika enjoys activities such as golf, spending time at the lake, caring for pets, reading, and snowboarding.

General retirement planning Income planning Cash flow / budgeting
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John P

Series 63, Series 66

Boston, MA

Fidelity

Jack Paras is a Planning Consultant at Fidelity Investments, aligned with multiple Wealth Management Teams at the Congress Street Investor Center. In this role, he partners with clients to create holistic plans tailored to their family needs. Jack's experience at Fidelity Investments includes positions as an Investment Solutions Representative III: Investment Consultant, Investment Solutions Representative II: Fixed Income Specialist, Investment Solutions Representative, and Customer Relationship Advocate, spanning from 2021 to the present. He holds insurance licenses in Arkansas and California.

Wealth management
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Tabitha R

Series 63, Series 66

Boston, MA

Fidelity

Tabitha Reuther is the Regional Director of Wealth Management at Fidelity Investments, a position she has held since 2024. In this role, she leads a team of Planning Consultants within the Private Wealth Management division. Prior to her current role, Tabitha served as a Wealth Management Planning Consultant at Fidelity Investments from 2022 to 2024, and before that, she was a Planning Consultant from 2020 to 2022. She also held the position of Senior Relationship Manager at Fidelity Investments from 2009 to 2020. Throughout her career at Fidelity Investments, Tabitha has developed extensive experience in wealth management and client relationship management, contributing to her expertise in financial planning and advisory services.

Wealth management
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Emily P

Series 66

Boston, MA

Fidelity

Emily Peak is a financial advisor at Fidelity with two years of industry experience. She holds a Series 66 designation and has worked at Fidelity Investments since 2024. Outside of finance, she has experience in the fitness and hospitality sectors, including roles at OrangeTheory Fitness Belmont and Stephanie's On Newbury. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing a combination of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs. The firm serves retail and institutional investors with discretionary and non-discretionary advisory services, and is noted for its use of algorithmic portfolio construction and formal advisory roles for multiple registered investment companies.

Charitable giving & philanthropy Active portfolio management
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Mary N

Series 63, Series 66

Boston, MA

Fidelity

Mary Noble is a Wealth Management Planning Consultant at Fidelity Investments, a role she has held since 2013. She has worked in various positions within Fidelity Investments since 1995, including Private Client Specialist, Financial Planning Consultant, Financial and Investment Representative, and Brokerage Trader. With over 25 years of experience in financial services, Mary has worked closely with many high net worth families, focusing on understanding the unique needs and goals of each family member. She collaborates with other trusted professionals to assist clients in achieving their financial objectives. Outside of her professional work, Mary enjoys biking and boating.

Wealth management General estate planning guidance Financial Professional
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William H

Series 63, Series 66

Boston, MA

Fidelity

William Houde serves as Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2014. His tenure at Fidelity began in 2004, during which he has progressed through various roles including Financial Consultant, Investment Consultant, Relationship Manager, and Service and Trading. Over two decades, he has gained substantial experience working with clients across diverse financial situations. William's professional journey reflects a commitment to understanding financial planning and client needs to support families in achieving their financial goals. Outside of his professional responsibilities, he has interests in baseball and golf.

Wealth management
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William K

Series 66

Boston, MA

Fidelity

William Kenney is a Planning Consultant at Fidelity Investments, a role he has held since 2023. In this position, he focuses on delivering a client-focused experience by understanding clients personally and identifying opportunities to utilize Fidelity's resources effectively. He collaborates with advisors to help clients build their own financial plans, supporting advisors in providing deeper insights to a broader client base. Kenney's approach centers on leveraging the capabilities of Fidelity and working closely with advisors to enhance client engagement. Outside of his professional activities, he has interests in fishing, fitness, golf, music, and traveling.

General retirement planning Cash flow / budgeting Financial Professional
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