Alexandria, VA Office

Benjamin Echeverri is a financial advisor at Fidelity with Series 63 and Series 66 licenses and two years of industry experience. His prior roles include work at Virtue Feed & Grain and positions related to education at James Madison University and Universidad de Salamanca. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a charitable gift fund. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Adam Boone is a financial advisor at Fidelity with over 21 years of industry experience. He holds Series 63 and Series 66 designations and has worked across multiple Fidelity entities since 2004. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory work for registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, and it employs systematic methodologies and long-term asset allocation benchmarks in its investment approach.

Jeremy Milo is a financial advisor with Fidelity, holding a Series 66 designation and five years of industry experience. His career includes roles at Fidelity Investments since 2020, prior experience at Bloomberg Industry Group, and running his own law office from 2011 to 2020. 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 uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, including discretionary and non-discretionary advisory services, fund advisory, and model portfolio delivery.