New Hope, PA Office

Team
Updated today

Client AUM

$561,384,950,404

Clients

2,390,975

Advisors

2

Of 16,976 advisors across 1,872 offices

Location

New Hope PA

Advisors at this office

2

Advisors at this office

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Kaitlin H

Series 66

New Hope, PA

Fidelity

Kaitlin Horan is a financial advisor at Fidelity with nine years of industry experience and holds a Series 66 designation. Her career includes positions at Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Fidelity Brokerage Services LLC. She is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm integrates proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to manage model portfolios across a broad investable universe.

Charitable giving & philanthropy Active portfolio management

George Douglas P

Series 63, Series 66

New Hope, PA

Fidelity

Doug Prosser is Vice President and Executive Planning Consultant at Fidelity Investments, where he has been serving since 2017. In this role, he partners with executives to help them understand and optimize their employer benefits, employing a consultative approach to tailor financial plans that align with their individual goals and objectives. Doug's career in financial services spans several roles and companies since 1994, including positions at Fidelity Investments, TIAA-CREF, TD Ameritrade, Waterhouse Securities, and L.C. Wegard. His experience includes financial consulting, wealth management advising, client relationship management, investment consulting, and branch management. Outside of his professional work, Doug enjoys boating, cars, fishing, spending time at the lake, motorcycles, and surfing.

Exec comp design Startup equity planning Liquidity event planning Retirement income strategy Income planning Executive
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