In this month’s edition of #WorkandWallet, we’re chatting with Nancy Kwan, SVP, Lifetime Engagement at Fidelity, about her current role, supporting women in the workplace, and more. We’re also sharing tips to help you power up your finances.
Fidelity Investments
Financial Services
Boston, MA 1,094,553 followers
Here to help you grow your savings and invest in the life you want.
About us
Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve. Fidelity’s strength comes from the scale of our diversified, market-leading financial services businesses that serve individuals, families, employers, wealth management firms, and institutions. With assets under administration of $12.6 trillion, including discretionary assets of $4.9 trillion as of December 31, 2023, we focus on meeting the unique needs of a broad and growing customer base. Privately held for 77 years, Fidelity employs more than 74,000 associates with its headquarters in Boston and a global presence spanning nine countries across North America, Europe, Asia and Australia. For our Terms and Conditions, please visit http://go.fidelity.com/LIterms
- Website
-
http://www.fidelity.com
External link for Fidelity Investments
- Industry
- Financial Services
- Company size
- 10,001+ employees
- Headquarters
- Boston, MA
- Type
- Privately Held
- Founded
- 1946
- Specialties
- Retirement, Investments, Online trading, Asset management, IRA, 401k, Mutual funds, Stocks, ETF, Bonds, Brokerage, Cash management, HSA, 529 plans, Annuities, Life insurance, Benefits consulting, Stock plan services, Business news, and Wealth management
Locations
-
Primary
Get directions
245 Summer St
Boston, MA 02210, US
Employees at Fidelity Investments
-
Matthew White CBCP, CCRP
Vice President of Business Continuity and Disaster Recovery at Fidelity Investments
-
Kathleen Gallagher (Murphy)
Vice President, Strategic Workforce Planning at Fidelity Investments
-
Scott Christensen
Principal Business Analystat Fidelity Investments
-
Frederick Gomez, CFP®
Vice President, Financial Consultant at Fidelity Investments
Updates
-
Kids are expensive, but regularly saving a little bit when they’re younger could pay off over time. So here are 5 account types (beyond a savings account) that can help you build a more financially secure future for your child: https://lnkd.in/eTmJW-JD
-
Will 2025’s updated brackets save you money this tax season? You just might be in luck. Cha-ching! https://lnkd.in/e6cgdD7g
-
Net worth is one way to understand your financial well-being, and there are a lot of ways you can build it up: https://lnkd.in/gtfKBGqb
-
With everything going digital these days, financial scams have become more advanced. Here are 8 scams to watch out for and how to stay protected🔐: https://lnkd.in/ee8H5BGk Have more questions? We're here to help. Comment 👇
-
Not sure you’re saving enough toward retirement? To get a sense of how you’re doing compared with others, we’ve broken down the average retirement savings by generation. Learn more: https://lnkd.in/eKF6Z6JG
-
We’re continuing to celebrate #WomensHistoryMonth by helping women access the financial know-how they need to grow their worth. Here, we cover a handful of common questions we get about saving and investing. Learn more at https://lnkd.in/es9K34Jn. Got any other questions? You know what to do 👇
-
Please note that waiting on a pot of gold is not a recommended money management strategy. #HappyStPatricksDay
-
We can all use some tips to help us grow our worth—both during #WomensHistoryMonth and beyond. Are there any helpful habits you’ve developed along the way? Share them below.