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Kerianne P

Series 65, Series 63

Lantana, FL

Fidelity

Kerianne Pouncey is a Planning Consultant at the Boca Raton Investor Center with Fidelity Investments since 2026. In this role, she partners with clients to develop comprehensive and sustainable financial plans, focusing on alignment and long-term confidence. She has been with Fidelity Investments since 2023, serving initially as a Financial Representative, then as a Relationship Manager from 2024 to 2025 before assuming her current position. Her experience encompasses client relationship management and financial planning. Outside of her professional work, Kerianne enjoys spending time at the beach, traveling, practicing yoga, and exploring food.

General retirement planning Retirement income strategy Income planning Cash flow / budgeting
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Laura R

Series 66

Lantana, FL

Fidelity

Laura Restrepo Botero is a financial advisor at Fidelity with one year of industry experience. Prior to joining Fidelity, she worked at Enterprise Mobility for one year and competed as a professional golfer on the Epson Tour and Ladies European Tour for nine years. She continues to participate in professional golf tournaments on a part-time basis. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients using a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, with involvement in managing and consulting on fund structures and model portfolios.

Charitable giving & philanthropy Active portfolio management
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