Irving, TX Office

Team
Updated today

Client AUM

$561,384,950,404

Clients

2,390,975

Advisors

3

Of 17,005 advisors across 1,872 offices

Location

Irving TX

Advisors at this office

3

Advisors at this office

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Alexander S

Series 66

Irving, TX

Fidelity

Alexander Steele is a financial advisor with Fidelity, holding a Series 66 designation and nine years of industry experience. He has worked in various capacities within Fidelity since 2016, including roles at Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios, and it is noted for its use of AI and formal advisory roles to multiple registered funds.

Charitable giving & philanthropy Active portfolio management

Melissa K

Series 66

Irving, TX

Fidelity

Melissa Kuan is a Benefits & Planning Consultant within the Executive Services at Fidelity Investments, a role she has held since 2026. She collaborates with executives to understand their financial goals, integrate employer benefits, and develop personalized financial strategies. Her approach focuses on education, thoughtful guidance, and ongoing partnership to help clients navigate complex decisions with confidence. Prior to her current position, Melissa served as a Benefits Relationship Manager from 2024 to 2026 and as a Workplace Planning Consultant from 2022 to 2024, both also at Fidelity Investments. Her professional experience reflects a commitment to supporting workplace benefits and financial planning for clients. Outside of her professional work, Melissa enjoys attending concerts, engaging in outdoor adventures, running, scuba diving, swimming, and traveling.

Exec comp design Retirement plans for business owners (SEP, solo 401k) Income planning General retirement planning Wealth management Executive

John S

Series 63, Series 65

Irving, TX

Fidelity

John Schiavone is currently the Vice President and Branch Leader at Fidelity Investments, a position he has held since 2019. He leads a branch within one of the industry's respected investment firms, focusing on understanding clients' unique financial situations and providing guidance to help them pursue financial success. He has extensive experience in financial services, having worked at Fidelity Investments as Assistant Branch Leader from 2016 to 2019. Prior to Fidelity, John held leadership roles at Ameriprise Financial Services, Inc., serving as Sales Director from 2007 to 2016 and Division Sales Director from 1998 to 2007. He also worked as an Operations Principal at TCF Securities, Inc. from 1993 to 1998.

Wealth management
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