As you accumulate wealth, your situation can become more complex. The Advanced Planning team can help simplify that complexity for you.1 Working with your Fidelity representative, a member of the team can collaborate with you, your loved ones, and your trusted professionals, helping to keep everyone on the same page. Complementing the relationship you’ve built with your representative, this extended partnership can provide for more robust planning solutions designed to evolve as your life does.
Fidelity Advanced Planning Capabilities
The members of the Fidelity Advanced Planning team can provide education and support on a range of complex topics. Here are some of the challenges they can help you navigate:
Estate planning
I don't have an estate plan and am not sure where to start.
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Estate plan review
I have an estate plan but am unsure if it’s comprehensive enough to meet my needs.
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Income tax and estate tax management
I have concerns that I may not be taking advantage of potential tax-saving opportunities.
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Restricted stock and stock options
I have equity compensation awards and want to be sure I have a plan to address them.
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Executive benefits
I need help making sure I’m taking advantage of all the benefits my employer has made available to me.
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Insurance assessment
I'm unsure of whether I’ve made adequate plans to help ensure the people I love are taken care of.
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Strategic philanthropy
I need help developing a strategy to support the causes that are important to me and my family.
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Liquidity event planning
I’m expecting a significant sum of cash and need help determining what I could do next.
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Inheritance planning
I want to help the members of my family prepare for the responsibilities of inherited wealth.
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Extended capabilities offered through outside providers
While the Advanced Planning process includes working with your Fidelity team and trusted professionals, we can also introduce you to additional providers to help you implement specific planning solutions.
Tax preparation
I have complex tax needs that require the personalized support of a tax professional.
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Estate document creation
I need to draft an estate plan or have specific legal questions related to my current plan.
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Special needs planning
I need help navigating the financial impact of caring for someone with special needs, disabilities, or aging challenges.
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Our team of Advanced Planners brings, on average, 20 years of tax, legal, accounting, or financial planning experience. We can offer support on a range of unique topics, including:
- Helping you navigate and understand your personal balance sheet.
- Analyzing your income statement for potential tax savings and liquidity planning.
- Forecasting cash flows to help you plan for multiple goals, such as retirement, education, real estate purchases, and business venture planning.
- Assessing your holistic insurance coverage—life, disability, long-term care, personal liability—and identifying any potential gaps.
- Succession planning to help ensure your business interests are protected.
- Helping you understand the evolving legislative environment and preparing for changes.
Meet some of the members of our team
The 50+ members of our Advanced Planning team are aligned to our more than 4,000 dedicated financial representatives across all 50 states. Each brings a wealth of experience to help address our clients' financial challenges. To give you an idea of the capabilities we can bring to each engagement, here are a few members of our team:
Jeremy Milo
Vice President, Advanced Planning
Prior to joining Fidelity, Jeremy served clients in the areas of estate planning and trust administration as an attorney in private practice in Virginia and an estate and gift tax analyst for Bloomberg Industry Group.
Professional skills and certifications
Jeremy has passed the SIE, Series 7, and 66 exams.*
Education
Bachelor of Business Administration in finance from the College of William & Mary, Juris Doctor from Howard University School of Law, and a Master of Laws in estate planning from the University of Miami School of Law
Pamela Pirone-Benson
Vice President, Advanced Planning
Prior to joining Fidelity, Pamela was a trust and estate tax attorney at Martin M. Shenkman, P.C. Before that, she was a practicing attorney at Goldstein and Bachman and was a law clerk for the Honorable Sebastian Lombardi, Essex County Superior Court.
Professional skills and certifications
Pamela has passed the Series 7 and 66 exams.*
Education
Bachelor of Arts degree in criminal justice from the University of Delaware and a Juris Doctor from Widener University Delaware Law School
Jordan Klein
Vice President, Advanced Planning
Prior to joining Fidelity, Jordan was an attorney with Fifth Avenue Law Group, PLLC, where he provided simple and complex estate planning services and advised individuals and businesses on domestic and international business and tax matters.
Professional skills and certifications
Jordan has passed the Series 7 and 66 exams.*
Education
Bachelor of Arts degree in English and psychology from Tufts University, a Juris Doctor from Seattle University School of Law, and a Master of Laws degree in taxation from New York University School of Law
*Series exams are administered by the Financial Industry Regulatory Authority and state securities administrators. Individuals are required to pass certain examinations and/or meet other criteria in order to be eligible to partake in certain securities industry activities.
Your Fidelity team
Dedicated advisor
- Is your primary source for planning and advice needs.
- Knows your personal circumstances.
- Coordinates your ongoing planning experience.
- Works with you on your customized investment strategy.
Service team
- Helps with any service request, from account maintenance to money movement.
- Additional digital support is available on Fidelity.com, the Fidelity Mobile® app, and through our virtual assistant.
Planning support
- Understands your financial situation.
- Prepares you for the planning process.
- Helps to implement your plan and next steps.
Specialists
- Assist with topics such as fixed income investing, charitable giving, trading strategies, and more for your unique financial needs.
Investment advisory team3,4
- Partners with you on your professionally managed accounts.
- Conducts annual reviews to help keep accounts aligned to your risk profile and investment preferences.
Advanced planning team4
- Your Fidelity advisor partners with the advanced planning team to collaborate with you on a comprehensive approach to a range of long-term challenges you may be facing.
