Success Shorts: The Archive
Success Shorts: The Archive
#48 - Intention w/ Roger Hobby (Executive VP, Fidelity Private Wealth Management)
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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.