Mathis Burton

Mathis Burton is currently an Investment Consultant at Fidelity Investments, where they leverage their passion for financial planning to help clients achieve peace of mind. Prior to this role, Mathis served as a Planning Consultant, where they supported senior advisors and ranked in the 80th percentile for planning appointments. Mathis's experience also includes serving as a Financial Representative, where they generated over $37 million in client asset opportunities, and as a Customer Relationship Advocate, consistently excelling in performance metrics. Additionally, Mathis was a Missionary for The Church of Jesus Christ of Latter-day Saints from 2019 to 2021, leading a diverse team and forming lifelong connections with individuals from various backgrounds.