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BOSTON, August 28, 2006 - Fidelity Investments has recently named Larry Sherman as vice president and manager of Fidelity Investments' Greenwich Investor Center, located at 48 West Putnam Avenue, Greenwich, CT.
Sherman oversees a staff of 12 highly trained financial representatives who help investors develop personalized investing strategies for a variety of financial issues.
"I'm excited about the opportunity to help individuals in the Greenwich area build and manage their portfolios," said Sherman. "The educational resources, investment tools and experienced financial representatives available at Fidelity's investor centers can be extremely valuable when planning for retirement, saving for college expenses or managing assets to last a lifetime," said Sherman.
Fidelity investor centers provide customers with education, state-of-the-art technology and one-on-one service. At local branches, investors can:
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Meet with an onsite Fidelity Retirement Consultant to evaluate retirement readiness and prepare a retirement income plan
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Receive useful information on estate planning options, charitable giving, life insurance and college planning1
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Conduct a comprehensive portfolio review with a trained Fidelity specialist
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Take advantage of Fidelity's Portfolio Advisory ServicesSM which provides ongoing portfolio management
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Utilize interactive kiosks to access Fidelity.com to conduct equity research, place trades and manage accounts
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Make deposits into a retail brokerage account at convenient "ADM" machines
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Participate in a wide array of free educational seminars and workshops
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Sherman has spent 20 years helping investors manage their financial lives. He began his career with Fidelity in 1992 and has held a number of positions throughout the organization. Sherman graduated from Syracuse University with a degree in business. He has successfully completed the Series 7, 63, 66, 9, 10 and holds CT insurance licenses.
About Fidelity Investments
Fidelity Investments is one of the world's largest providers of financial services, with custodied assets of more than $2.6 trillion, including managed assets of $1.3 trillion as of June 30, 2006. Fidelity offers investment management, retirement planning, brokerage, and human resources and benefits outsourcing services to more than 22 million individuals and institutions as well as through 5,500 financial intermediary firms. The firm is the largest mutual fund company in the United States, the No. 1 provider of workplace retirement savings plans, the largest mutual fund supermarket and a leading online brokerage firm. For more information about Fidelity Investments, visit www.fidelity.com.
1Information received is for educational purposes only. Fidelity does not provide legal or tax advice. Laws of a particular state and your particular situation may affect the information. Consult with your attorney or tax adviser regarding your specific legal or tax situation.
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Fidelity Brokerage Services LLC, Member NYSE, SIPC
100 Summer Street, Boston, MA 02110
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