Andrea Leota

Andrea Leota, CFP®, is a Vice President and Workplace Regional Leader at Fidelity Investments, where they supervise a team of financial planners dedicated to helping workplace plan participants achieve financial success. Previously, they held roles including Director of TEM Planning and Advice and Workplace Planning and Guidance Consultant at Fidelity, and served as a Retirement Specialist at Nationwide Retirement Solutions. Andrea's early career includes a position as a Client Relationship Manager at GER Loftin Wealth Advisors. They earned a BBA in International Business and Marketing from the University of Georgia and completed their CFP® program at Oglethorpe University.