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Timothy E

Series 63, Series 66

Northfield, OH

Fidelity

Timothy Emmitt is a Benefits & Planning Consultant with Fidelity Executive Services. In this role, he assists clients in maximizing the benefits offered through their employers, provides education on various financial topics, and helps develop financial plans tailored to meet the needs of clients and their families. Timothy has been with Fidelity Investments since 2014, progressing through roles including Financial Representative, Relationship Manager, Planning Consultant, and currently serving as a Benefits & Planning Consultant since 2024. His experience encompasses client relationship management and financial planning. Outside of his professional duties, Timothy enjoys outdoor activities such as camping, fitness, hiking, kayaking, and snowboarding.

Exec comp design Retirement income strategy Income planning General retirement planning Executive
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