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Tammie W

Series 66

Merritt Island, FL

Fidelity

Tammie Wong is a Financial Consultant currently employed at Fidelity Investments, a role she has held since 2025. She has been with Fidelity Investments since 2021, progressing through positions including Investment Solutions Representative I, II, and III, as well as Investment Consultant. Prior to joining Fidelity, Tammie worked as a Registered Representative at Equitable Advisors from 2019 to 2020. Her professional experience encompasses various aspects of financial consultation and investment solutions. Tammie collaborates with clients to develop personalized financial strategies aimed at retirement planning, investment growth, and managing significant life transitions. She focuses on providing clear guidance and thoughtful approaches tailored to each client's goals and values. Outside of her professional work, Tammie has personal interests in board games, gardening, pets, photography, reading, and traveling.

General retirement planning Wealth management Passive / index investing Financial Professional
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