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Whitney S

Series 63, Series 66

Roanoke, TX

Fidelity

Whitney Stacy is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 designations and bringing 18 years of industry experience. She has been with Fidelity in various capacities since 2006, currently serving at Fidelity Personal and Workplace Advisors and Fidelity Investments. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, offering discretionary and non-discretionary advisory services along with model portfolios constructed from mutual funds, ETFs, and ETPs.

Charitable giving & philanthropy Active portfolio management
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Robert M

Series 66

Roanoke, TX

Fidelity

Robert Mccampbell is a financial advisor with Fidelity, holding a Series 66 designation and seven years of industry experience. His prior work includes roles at Fidelity Brokerage Services LLC and Pruco Securities LLC. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs, and supports model portfolio delivery for Fidelity Institutional Wealth Adviser.

Charitable giving & philanthropy Active portfolio management
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Justin B

Series 66

Roanoke, TX

Fidelity

Justin Ball is a financial advisor at Fidelity with a Series 66 credential and three years of industry experience. Before joining Fidelity in 2022, he worked in retail positions at Magnolia Audio Video and Best Buy. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as a commodity pool operator and advisor to multiple registered investment companies, with services that include discretionary and non-discretionary portfolio management.

Charitable giving & philanthropy Active portfolio management
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Michael R

Series 63, Series 66

Roanoke, TX

Fidelity

Michael Rollins is a financial advisor at Fidelity with 29 years of industry experience. He holds Series 63 and Series 66 designations and has worked with various Fidelity entities since 1998, including Fidelity Brokerage Services, Inc. and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that integrates proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm manages model portfolios using systematic methodologies and has a formal advisory role with multiple registered investment companies and fund-of-funds.

Charitable giving & philanthropy Active portfolio management
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Angela Y

Series 63, Series 65, Series 66

Roanoke, TX

Fidelity

Angela Young is a financial advisor at Fidelity with 28 years of industry experience. She holds the Series 63, Series 65, and Series 66 credentials. Prior to joining Fidelity, Young worked at The Vanguard Group for 23 years and held roles at USAA Investment Services Company and Apex Systems. Outside of her advisory work, she creates and presents masterclasses for women on marriage through an online platform. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios drawn from mutual funds, ETFs, and ETPs.

Charitable giving & philanthropy Active portfolio management
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