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Alexandra B
Series 66
Franklin, WI
Fidelity
Allie Beck is currently a Financial Consultant I at Fidelity Investments. In this role, she works with clients to develop personalized retirement plans aimed at providing confidence and peace of mind. Her focus is on helping clients take control of their financial futures to enable a retirement that reflects freedom and fulfillment. Allie has been with Fidelity Investments since 2019, progressing through roles including Financial Representative, Relationship Manager, and Planning Consultant. Prior to joining Fidelity, she gained experience at IAG Wealth Partners as a Client Services Associate and Finance Intern. She is dedicated to assisting clients in feeling secure and optimistic about their financial goals.
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