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Kaylie J
CFP®, Series 63, Series 66
Evergreen, CO
Fidelity
Kaylie Judd is a Vice President and Executive Planning Consultant at Fidelity Investments, where she specializes in assisting executives with comprehensive wealth planning. Her work involves developing strategies that integrate employer benefits and address both anticipated and unforeseen financial events. Kaylie has been with Fidelity Investments since 2021, progressing through roles such as Benefits and Planning Consultant and Regional Director before becoming Vice President. Prior to that, she held positions at Charles Schwab and TIAA, gaining experience in investment consulting and client relationship management. Her career began with Advance Trading Inc as a Senior Commodities Brokerage Assistant. Outside of her professional life, Kaylie enjoys attending concerts, social events with friends, hiking, outdoor adventures, and spending time with her family and pets.
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