Success Shorts: The Archive
Success Shorts: The Archive
#48 - Intention w/ Roger Hobby (Executive VP, Fidelity Private Wealth Management)
Roger Hobby joins us to discuss purpose, and how once you identify it you can align with it and act with intention, which empowers and inspires. Roger has had a distinguished career in the financial services industry and currently serves as the Executive VP of Private Wealth Management at Fidelity Investments.
Fidelity® Wealth Services provides non-discretionary financial planning and discretionary investment management through one or more Portfolio Advisory Services accounts for a fee. Advisory services offered by Fidelity Personal and Workplace Advisors LLC (FPWA), a registered investment adviser. Brokerage services provided by Fidelity Brokerage Services LLC (FBS), and custodial and related services provided by National Financial Services LLC (NFS), each a member NYSE and SIPC. FPWA, FBS, and NFS are Fidelity Investments companies.