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Christina M

CFP®, Series 63, Series 66

Fuquay Varina, NC

Fidelity

Tina MacMillan is Vice President and Financial Consultant at Fidelity Investments, a role she has held since 2022. She works closely with clients to develop tailored financial strategies that align with their individual goals. Her professional experience includes serving as a Financial Consultant at Fidelity Investments from 2018 to 2022 and as an Investment Consultant at TD Waterhouse Investor Services from 1998 to 2005. Tina holds a California Insurance License.

Wealth management
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Santita J

Series 66

Fuquay Varina, NC

Fidelity

Anna Johnson is an Investment Consultant at Fidelity Investments, where she has been serving clients since 2023. She previously worked as a Financial Representative at the same firm from 2022 to 2023. In her role, Anna focuses on collaborating with clients to develop financial plans that aim to provide confidence in their long-term financial goals. She combines her professional experience with a dedication to understanding what clients deem important in managing their savings. Outside of her professional career, Anna enjoys family activities, hiking, visiting museums, attending theater performances, exploring new cuisines as a foodie, and traveling.

Wealth management Active portfolio management Equity Recipients (RS/RSU, SOP, ESPP) Startup equity planning Stock option exercise strategy Financial Professional
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