Tucson, AZ E. Skyline Drive Office

Team
Updated today

Client AUM

$561,384,950,404

Clients

2,390,975

Advisors

43

Of 16,984 advisors across 1,871 offices

Location

3001 E. Skyline Drive, Suite 255

Tucson AZ 85718-2106

Advisors at this office

43

Advisors at this office

Robert E

CFP®, Series 66

Tucson, AZ

Fidelity

Bob Ewing is a Financial Consultant currently working at Fidelity Investments since 2015. He has over 25 years of experience in the financial services industry, specializing in working with individuals and families to help them define and achieve their financial goals. Throughout his career, Bob has held various roles including Vice President at JP Morgan Chase and Oak Ridge Financial, Retirement Consultant at Allianz Financial Services, and Financial Advisor positions at Morgan Stanley and Morgan Stanley Smith Barney. Bob's approach emphasizes challenging clients to think critically about what they want their wealth to accomplish, enabling the development and implementation of tailored financial strategies. His extensive experience across multiple reputable financial institutions underscores his expertise in financial consulting and retirement planning.

General retirement planning Retirement income strategy Wealth management General estate planning guidance Cash flow / budgeting
user avatar

Elias S

Series 66

Tucson, AZ

Fidelity

Elias Spence is a financial advisor with Fidelity, holding a Series 66 designation and based in Tucson, AZ. He joined Fidelity in 2025 and has held various roles in related firms since then. Prior to his career in finance, he worked in the food service and hospitality industries, including positions at DoorDash and Bob Morris' Paradise Cove and Beach Cafe. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm offers discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery across a broad range of investment products.

Charitable giving & philanthropy Active portfolio management

Ben Y

Series 63, Series 66

Tucson, AZ

Fidelity

Ben Young is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2015. Prior to this role, he worked as a Financial Advisor at NYLIFE Securities LLC from 2010 to 2015 and as an Agent at New York Life from 2009 to 2010. His professional journey reflects a sustained commitment to financial consulting and client service. Ben is a native of Tucson and focuses on helping clients achieve financial freedom for themselves and their families. He holds insurance licenses in Arkansas and California, supporting his work in financial planning and consulting. His approach centers on client goals and financial education. Outside of his professional career, Ben enjoys activities such as comedy, concerts, social events with friends, golf, skiing, and traveling.

Wealth management
user avatar

Miguel S

Series 66

Tucson, AZ

Fidelity

Miguel Salazar is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. His prior work includes roles at Transition Support Services Inc, the University of Incarnate Word, and Amazon. He also coaches soccer players through his own soccer training business in Tucson, Arizona. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of portfolios, including multi-manager and fund-of-funds structures.

Charitable giving & philanthropy Active portfolio management

Kevin P

Series 66

Tucson, AZ

Fidelity

Kevin Peasley is an Investment Consultant at Fidelity Investments, where he works closely with clients to develop and maintain financial planning strategies. He focuses on understanding each client's unique situation and goals to co-create customized financial plans that align with their vision for the future. Kevin's professional experience includes serving as a Financial Representative at Fidelity Investments from 2023 to 2024 before becoming an Investment Consultant in 2024. His work encompasses planning for retirement, wealth accumulation, and risk management through methodical analysis and thoughtful recommendations. Outside of his professional role, Kevin enjoys board games, cooking and baking, puzzles, and snowboarding.

Wealth management Passive / index investing Active portfolio management Retirement income strategy Income planning Financial Professional

Mike G

Series 63, Series 66

Tucson, AZ

Fidelity

Mike Green is Vice President and Financial Consultant at Fidelity Investments, where he has worked since 2010. In his role, he focuses on relationship building and financial planning, emphasizing holistic planning tailored to individual client goals. He leverages 18 years of experience and the broad range of Fidelity's offerings to assist clients in working toward their financial objectives. His career includes positions as Financial Consultant, Investment Consultant, and Financial Representative at Fidelity, as well as Brokerage Representative at Charles Schwab and Company from 2008 to 2010. He holds an Arkansas Insurance License. Outside of his professional work, Mike enjoys comedy, concerts, golf, movies, tennis, and traveling.

Wealth management Financial Professional

Alicia R

Series 66

Tucson, AZ

Fidelity

Alicia Riddle serves as a Branch Leader at Fidelity Investments, a role she has held since 2023. She began her tenure at Fidelity in 2020 as a Financial Consultant before advancing to her current leadership position. Prior to joining Fidelity, Alicia worked as a Financial Advisor at JP Morgan from 2019 to 2020 and as a Financial Solutions Advisor at Merrill from 2016 to 2019. Her career in financial advisory started at Edward Jones, where she was employed from 2014 to 2016. Throughout her career, Alicia has focused on assisting individuals and families in achieving financial peace of mind. Her professional experience spans various facets of financial advising and consulting, reflecting a commitment to client service and financial planning. Outside of her professional responsibilities, Alicia engages in activities such as biking, playing musical instruments, caring for pets, reading, and traveling.

General retirement planning Wealth management

Ashley Z

Series 63, Series 66

Tucson, AZ

Fidelity

Ashley Zamora is a Financial Consultant at Fidelity Investments, where she helps clients develop long-term financial plans by understanding their family and financial needs. She has been in this role since 2023. Prior to this, Ashley served as a Relationship Manager at Fidelity Investments from 2022 to 2023. Before joining Fidelity, she worked as a Premier Banker at Wells Fargo from 2012 to 2022. Outside of her professional career, Ashley's personal interests include visiting museums, parenthood, reading, soccer, traveling, and volunteering.

General retirement planning Income planning Parents

William M

CFP®, Series 66

Tucson, AZ

Fidelity

Henry Maxwell is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2023. He has been with Fidelity Investments since 2016, progressing through roles including Financial Consultant, Investment Consultant, Senior Relationship Manager, Relationship Manager, and Financial Representative. Prior to joining Fidelity, he worked as an Ownership Transition Specialist at Bank of America - Merrill Edge from 2015 to 2016. In his role, Henry focuses on helping clients develop and maintain comprehensive financial plans tailored to their unique needs. He emphasizes educating clients on their current financial status to empower informed decision-making for their future. Outside of his professional work, Henry enjoys golf, music, skiing, and snowboarding.

Wealth management

Cory N

CFP®, Series 63, Series 66

Tucson, AZ

Fidelity

Cory Niver is the Vice President, Wealth Planner at Fidelity Investments, a role he has held since 2022. He has been with Fidelity since 2014, serving in various capacities including Financial Consultant and Investment Consultant. Prior to joining Fidelity, Cory held financial advisory positions at LearnVest, USAA, Chase Investment Services Corp, and Edward Jones. With over 21 years of experience in financial planning and investment services, Cory focuses on developing, executing, and maintaining financial plans for clients across different market conditions. His professional background encompasses wealth planning and investment consulting. Outside of his professional career, Cory enjoys biking, hiking, and snowboarding.

Wealth management General retirement planning Income planning

Kirk S

Series 66

Tucson, AZ

Fidelity

Kirk Strang is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2018. He has been with Fidelity since 2015, initially joining as a Financial Consultant before his current role. Prior to his tenure at Fidelity, Kirk worked as a Financial Advisor and Portfolio Manager at Merrill, Lynch, Pierce, Fenner & Smith Incorporation from 2012 to 2015, and at Morgan Stanley Smith Barney from 2009 to 2012. He began his career as a Financial Advisor at Morgan Stanley & Co Incorporated in 2007. Kirk has extensive experience in the financial services industry, having served in advisory and portfolio management roles across multiple investment firms. He focuses on educating clients about the variety of strategies available at Fidelity and is committed to helping them navigate their financial goals. Outside of his professional work, Kirk enjoys family activities, hiking, visiting museums, outdoor adventures, spending time with pets, and traveling.

Wealth management Active portfolio management Financial Professional

Margaret B

Series 66, Series 63

Tucson, AZ

Fidelity

Maggie Babicke is a Planning Consultant at Fidelity Investments, a role she has held since 2022. In this position, she collaborates directly with clients and their advisors to understand unique family goals and co-create strategies to work towards those goals, utilizing Fidelity's resources to provide a personal and professional experience. Prior to her current role, Maggie served as a Relationship Manager at Fidelity Investments in 2022 and as a Financial Representative at Fidelity Investments from 2021 to 2022. This progression reflects her experience within Fidelity and her development in financial planning and client relationship management.

General retirement planning Wealth management

Paul C

CFP®, Series 66

Tucson, AZ

Fidelity

Paul Choi is a Financial Consultant at Fidelity Investments, a position he has held since 2021. He works with clients to identify their financial goals and objectives, aiming to create a strong foundation for their financial plans and assist them in progressing towards their goals. Paul has experience in various roles within the financial services industry. Prior to his current role, he served as an Investment Consultant at Fidelity Investments from 2020 to 2021, a Relationship Manager at Fidelity Investments from 2019 to 2020, and a Financial Representative at Fidelity Investments from 2018 to 2019. Before joining Fidelity, he was an Associate Financial Advisor at Northwestern Mutual from 2012 to 2018.

Wealth management
user avatar

Drake M

Series 66

Tucson, AZ

Fidelity

Drake Manuello is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. He currently works at Strategic Advisors, LLC, a Fidelity Investments company, and has prior experience with Fidelity Brokerage Services, LLC. Strategic Advisers LLC provides investment management and advisory services to retail and institutional investors, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and discretionary management, with a notable role in advisory services to registered investment companies and the use of AI-driven methodologies.

Charitable giving & philanthropy Active portfolio management
user avatar

Dominique S

Series 66

Tucson, AZ

Fidelity

Dominique Serge is a financial advisor at Fidelity with six years of industry experience. He holds the Series 66 designation and has prior work experience at Centaurus Financial Inc., Catalina Wealth Management, and Union Public House. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, model portfolios, and fund advisory services.

Charitable giving & philanthropy Active portfolio management
View complete list of advisors at this office
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")