Information Sessions
Fidelity Investments will host in-person and virtual information sessions in the  fall to review the transition, explain the upcoming changes, and how they will affect you. More information about these sessions will be available in April.

Wake Forest's Workplace Financial Consultant

Fidelity’s Workplace Financial Consultants are licensed professionals who can help you plan for every stage of your life. Their work is backed by industry-leading research and analysis, and they have the skills to help address your needs and help you plan holistically by: 

  • Assisting participants with their overall financial wellbeing, including savings habits, asset allocation, income planning, and complex planning discussions, as well as with decisions at retirement or a job change.
  • Offering retirement planning advice by fully integrating Fidelity’s online tools.

Roger Melton, Wake Forest’s Workplace Financial Consultant, joined Fidelity in 2023 and has more than 12 years in the financial industry. Roger promotes financial wellness for plan participants through one-on-one planning and educational events. A CERTIFIED FINANCIAL PLANNER® certificant, investment advisor representative, registered securities representative and licensed insurance representative, he holds a bachelor’s degree in business administration with a concentration in finance from N.C. State University. 

Investment advisor representatives are licensed with Strategic Advisers LLC (Strategic Advisers), a registered investment adviser, and registered with Fidelity Brokerage Services LLC (FBS), a registered broker-dealer. Whether a Fidelity representative provides advisory services through Strategic Advisers for a fee or brokerage services through FBS will depend on the products and services you choose.