Washington, UT Office

Team
Updated today

Client AUM

$561,384,950,404

Clients

2,390,975

Advisors

2

Of 16,976 advisors across 1,868 offices

Location

Washington UT

Advisors at this office

2

Advisors at this office

Damond P

Series 63, Series 65

Washington, UT

Fidelity

Damond Petersen is the Vice President and Executive Planning Consultant at Fidelity Investments, a position he has held since 2020. He has been with Fidelity Investments since 2001, progressing through roles including Director, Retirement Planner; Workplace P&G Consultant I; Retirement Counselor; Investment Representative; Financial Representative; and Senior Retirement Specialist. His professional experience encompasses retirement planning and investment consulting. Damond holds insurance licenses in Arkansas and California. Outside of his professional career, Damond enjoys family activities, hiking, outdoor adventures, singing, traveling, and volunteering. He has eight children and values experiencing different cultures and serving his community.

Retirement income strategy General retirement planning Equity Recipients (RS/RSU, SOP, ESPP) Stock option exercise strategy Executive

Mike P

CFP®, Series 63, Series 66

Washington, UT

Fidelity

Mike Panson is Vice President Private Wealth Management Advisor at Fidelity Investments, where he has served since 2022. He specializes in assisting corporate executives, including officers and directors subject to SEC Rules 144 and 16B, in managing the financial and regulatory complexities associated with their positions. His expertise includes employer-sponsored benefit plans and equity compensation, helping clients translate these complex areas into actionable strategies aligned with their broader life goals. Mike's tenure at Fidelity Investments spans over two decades, beginning as a Financial Representative in 1998. He progressed through roles including Account Executive, Senior Account Executive, and Executive Planning Consultant before assuming his current position. He holds a California Insurance License.

Exec comp design Startup equity planning Liquidity event planning Stock option exercise strategy Equity Recipients (RS/RSU, SOP, ESPP) Executive
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