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Christian R

Series 66, Series 63

Frisco, TX

Fidelity

Christian Reeves is a Benefits & Planning Consultant specializing in Executive Services at Fidelity Investments. In this role, he collaborates with executives to help them understand their employer benefits and develop comprehensive plans to achieve their financial goals. He employs a consultative approach to empower clients and foster lasting relationships. Christian has been with Fidelity Investments since 2023, initially serving as a Workplace Planning Consultant before advancing to his current position in 2025. His professional experience centers on benefits and financial planning within the workplace context. Outside of his professional work, Christian has personal interests that include baseball, family activities, golf, enjoying culinary experiences, and spending time with pets.

Exec comp design Liquidity event planning Executive
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John W

Series 63, Series 66

Frisco, TX

Fidelity

John Wells is a financial advisor at Fidelity with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has worked across various Fidelity entities since 1997. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of portfolios, including multi-manager funds and model portfolios for intermediary platforms.

Charitable giving & philanthropy Active portfolio management
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Antonio A

Series 63, Series 66

Frisco, TX

Fidelity

Antonio Aguilar is a financial advisor at Fidelity with 25 years of industry experience. He holds Series 63 and Series 66 designations and has worked at various Fidelity entities, including Strategic Advisers Inc. since 2003. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and deliver model portfolios to intermediary platforms.

Charitable giving & philanthropy Active portfolio management
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