Clearwater, FL Office

Matthew Heitz is a financial advisor with Fidelity in Clearwater, Florida, holding a Series 66 designation and nine years of industry experience. He previously worked at Morgan Stanley for seven years and has experience outside finance, including operating a dance studio in Clearwater. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a range of clients, including retail and institutional investors. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios and manages registered investment companies and fund-of-funds.

Adam Tottle is a financial advisor at Fidelity with eight years of industry experience. He has previously worked at Ameriprise Financial Services and T. Rowe Price, and earlier was employed in the hospitality sector. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund advisory and model portfolios.

Christine Godlewski is a financial advisor at Fidelity with 11 years of industry experience. She holds Series 63 and Series 66 designations. Her prior roles include positions at E*Trade Financial, TransAmerica, Raymond James, and T. Rowe Price. Fidelity, through its Strategic Advisers LLC subsidiary, provides investment management and advisory services to retail and institutional clients, using a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios composed of mutual funds, ETFs, and ETPs.