Fidelity Investments opens new center in Lynnwood
Q: How, or why, was your business opened?
A: Opening our new investor center in Lynnwood was really driven by the needs of our customers. We've heard from our customers here that having in-person access is important to them – to be able to come in and sit down with an investment professional to talk through their financial needs. … We've been interested in opening an office here in Lynnwood for quite some time, and feel fortunate to finally be a part of the community.
Q: What convinced you that this was the job for you?
A: I have worked for Fidelity for 25 years, the last seven years in Seattle-area investor centers. Opening this new office offered a unique opportunity to hand-pick a talented team with personal interest in the surrounding communities. Nine of the 11 employees in the investor center are established residents in the area and two are newcomers looking forward to putting down roots and being part of the Lynnwood community.
Q: What are the crucial elements for success for your business?
A: Building client relationships and providing the best customer service in the industry are the most crucial elements. Fidelity administers retirement plans for over 83,000 clients living in the area. As they approach retirement, clients find they need more help to build a plan that will allow them to retire comfortably and confidently. We work closely with our clients to understand their individual circumstances and financial goals, and then strive to deliver the right mix of education, guidance and planning services over time. Delivering on these goals inspired our customers to choose Fidelity as their “trusted adviser” to help build and execute their plans.
Q: What has been your biggest challenge and how did you meet it?
A: My biggest challenge is common at Fidelity, perhaps in the industry. It is managing the relentless pace of change that is driven by the needs and expectations of an aging population, technological advances and regulatory oversight. At times there are so many new products, tools and rules that it is easy to become distracted from the most crucial priority: the people affected by our business. I overcome this challenge by working hard to simplify and clarify what is “noise” and what is truly important to employees and clients. This is definitely an art – a work in progress for me – at all times.
Q: What motivates you?
A: People motivate me. Helping people on my team succeed at whatever they want to do motivates me. I love coaching, mentoring and helping people leverage their passions and skills to achieve more in their lives. Helping clients motivates me. Getting the right people on my team and aligning them with the resources they need to help clients achieve their financial goals excites me.
Q: What personal abilities do you think are needed to excel in this business?
A: First, intelligence – you have to be smart. Then you must have uncompromising integrity, high energy, passion for the business, commitment to continuous learning and a servant mentality.
Q: When you're not working, how do you enjoy spending your time?
A: Hiking, biking, boating, golfing and skiing – all things I do with my family.
Fidelity Investments Investor Center
18825 33rd Ave. W., Suite 200, Lynnwood
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