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Victor W

Series 63, Series 66

Franklin, TN

Fidelity

Victor White is a financial advisor at Fidelity with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has been with various Fidelity entities since 2015. Outside of his advisory role, he is involved in music entertainment, managing and performing live musical acts and is registered as a songwriter with BMI for royalty collection. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative and algorithmic portfolio construction, including multi-manager and fund-of-funds strategies.

Charitable giving & philanthropy Active portfolio management
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Craig B

Series 63, Series 65

Franklin, TN

Fidelity

Craig Brown is a financial advisor at Fidelity with 25 years of industry experience. He holds the Series 63 and Series 65 designations and has been associated with various Fidelity entities since 2006. Outside of his advisory role, he is a partner in a real estate business focused on purchasing, rehabilitating, and selling properties in collaboration with general contractors and agents. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, as well as charitable and registered investment entities. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from a broad investable universe.

Charitable giving & philanthropy Active portfolio management
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M. Brandon H

Series 63, Series 66

Franklin, TN

Fidelity

M. Brandon Hall is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. He has been with various Fidelity entities since 2000 and currently serves in Franklin, TN. Outside of his advisory role, he owns a family horse business focused on rescue, training, and racing, and serves as Vice President of Fundraising for the Franklin High School Band Boosters. He works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and delivers model portfolios through intermediary platforms.

Charitable giving & philanthropy Active portfolio management
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