William Watters is an Investment Consultant at Fidelity Investments, where they have been since 2026, focusing on retirement planning, investment strategies, and financial wellness. Previously, they held various roles at Fidelity Investments, including Workplace Planning Consultant II, I, and Associate, and worked as a Registered Representative at Western & Southern Financial Group. William earned a Bachelor of Science in Finance and Marketing from the College of Charleston in 2023 and completed CFP® Education at Wake Forest University in 2025. Committed to building trusted relationships, they empower clients to achieve their long-term financial goals through tailored solutions and personalized guidance.
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