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Erin G

Series 66, Series 63

Northlake, TX

Fidelity

Erin Graft is a Benefits & Planning Consultant in the Executive Services division at Fidelity Investments, a position she has held since 2018. She has been with Fidelity Investments since 2013, serving in various roles including Relationship Manager, Financial Representative in the Plano branch, and High Net Worth Financial Representative. Erin's professional experience centers on building and implementing financial plans for clients, engaging them through open discussions to address important questions and ideas. She approaches her work with a focus on family values, aiming to assist clients as if they were members of her own family. Outside of her professional role, Erin's personal interests include family activities, football, gardening, parenthood, and yoga.

Retirement income strategy General retirement planning Income planning Executive Parents Married/Couples/Partners
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Austin R

Series 66

Northlake, TX

Fidelity

Austin Riebe is a Financial Consultant at Fidelity Investments, where he collaborates with clients and their families to develop comprehensive financial plans that reflect their values, priorities, and long-term financial goals. He began his career at Fidelity in 2015 and has held multiple roles including Benefits & Planning Consultant, Workplace Planning Consultant III, Retirement Solutions Representative, and Workplace Planning and Guidance Consultant before assuming his current position in 2024. Throughout his tenure at Fidelity Investments, Austin has gained experience in various aspects of financial planning and benefits consultation. He holds insurance licenses in Arkansas and California. No additional information regarding his education or personal interests is provided.

General retirement planning Income planning Retirement income strategy Cash flow / budgeting
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Nathan M

Series 63, Series 66

Northlake, TX

Fidelity

Nathan Mccray is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. His work history includes roles at Fidelity Investments since 2023 and prior experience at Froggie 5-0 and Texas Christian University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm also serves as a commodity pool operator, advises multiple registered investment companies, and employs advanced methodologies including AI in its investment process.

Charitable giving & philanthropy Active portfolio management
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