Port Saint Lucie, FL Office

Team
Updated today

Client AUM

$561,384,950,404

Clients

2,390,975

Advisors

3

Of 16,976 advisors across 1,872 offices

Location

Port Saint Lucie FL

Advisors at this office

3

Advisors at this office

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Brian B

CFP®, Series 66, Series 63

Port St. Lucie, FL

Fidelity

Brian Biehn is a CFP® with 26 years of industry experience, currently serving at Fidelity Investments. His tenure at Fidelity includes roles with Fidelity Brokerage Services LLC since 2009 and Fidelity Personal and Workplace Advisors since 2018. Outside of his advisory work, he teaches CFP courses as a sole proprietor. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to a broad client base, employing a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction.

Charitable giving & philanthropy Active portfolio management

Mildred D

Series 66

Port St. Lucie, FL

Fidelity

Millie Duzanson-Baptiste is an Investment Management Consultant II currently working with Fidelity Investments since 2023. She has served in various financial advisory roles, including Vice President and Financial Solutions Advisor at Merrill Lynch - Bank of America from 2016 to 2023, and as a Team Financial Advisor there from 2014 to 2016. Prior to that, she worked in mortgage and home lending roles at Bank of America and Wells Fargo from 2006 to 2014. Throughout her career, Millie has focused on building customized financial plans tailored to the unique needs and priorities of her clients and their families. She emphasizes partnership and collaboration in investment decision-making to simplify clients' financial lives. Outside of her professional work, Millie has interests in comedy, cooking and baking, fitness, social events with friends, and music.

Wealth management Passive / index investing Active portfolio management
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Brisel G

Series 63, Series 66

Port Saint Lucie, FL

Fidelity

Brisel Gauthier is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and 20 years of industry experience. Prior to joining Fidelity, Gauthier worked at Morgan Stanley for seven years and Ameriprise for one year. Fidelity’s affiliate Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, and employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction.

Charitable giving & philanthropy Active portfolio management
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