Gray FitzHugh, CFP®
Holly Springs,NC
Overview
8
8
years of professional experience
Work History
Team Leader, Planning and Advice
Fidelity Investments
10.2022 - Current
- Coaching associates around the Fidelity Relationship Model, specifically recognizing EQ opportunities and driving discovery and curiosity questions to see beyond client stated needs
- Help aspiring advisors build basic financial literacy, including Foundational Four skills and Fidelity investing principles, to help associates understand how to engage clients, build relationships and establish the planning mindset
- Conduct training and mentor associates to promote productivity, client satisfaction, and the associate experience with the firm
- Perform supervisory activities such as the daily trade blotter, employee trading, money movement transactions, etc. to ensure a compliant atmosphere among my team
Team Leader, Client Services
Fidelity Investments
08.2021 - 10.2022
- Mentored and guided associates through licensing and role development to help them progress in their careers
- Conducted training and mentored team members to promote productivity, client satisfaction, and the associate experience with the firm
- Perform supervisory activities such as the daily trade blotter, employee trading, money movement transactions, etc. to ensure a compliant atmosphere among my team
- Established open and professional relationships with team members to achieve maximum client experience
Director of Financial Planning
Morgan Stanley
02.2021 - 08.2021
- Serve as a senior leader for driving financial planning implementation within the complex, assisting financial advisors to streamline their business and grow their practice
- Educated and coached support staff on financial planning principles and MoneyGuidePro software
- Sat in client meetings with financial advisors to assist in the delivery of financial plans, and followed up with advisors to ensure implementation
Business Services Manager
Morgan Stanley
01.2018 - 07.2019
- Worked closely with financial advisors to help them run their business, including hiring support staff, budgeting business related expenses, and helping them performance manage their wealth management teams
- Serve as an escalation resource for support staff
- Directly supervise support staff for performance and assist in HR issues in the complex
- Provide coaching and education to support staff on proper methods of accomplishing tasks and proper submission of workflow items
- Perform all supervisory tasks in the complex to move money, open accounts, trade securities, ensure documentation in accounts are up to date and accurate, etc
- Present new firm initiatives in complex meetings and help motivate staff to implement initiatives
Paraplanner and Research Analyst
Pathfinder Wealth Consulting
09.2016 - 09.2017
- Built financial plans for clients utilizing MoneyGuidePro software, encompassing all aspects of in-depth financial planning including portfolios, insurance needs, social security analyses, estate planning, and analyzing cash flow needs
- Worked closely with clients throughout the planning process, assisting them in their financial planning goals, updating account information and financial plans
- Updated and prepared materials for client reviews, including updating financial plans, reviewing asset allocation, and answering any questions the client may have
Education
Bachelor of Arts - Psychology
GEORGE MASON UNIVERSITY
Fairfax, VAAdditional Information
- CERTIFIED FINANCIAL PLANNER™ Professional
- FINRA Licenses Series 9/10 – General Securities Sales Supervisor
- FINRA License Series 7 - General Securities Representative License
- FINRA License Series 63 - Uniform State Law License
- FINRA License Series 65 - NASAA Investment Advisors Law Examination
Timeline
Team Leader, Planning and Advice
Fidelity Investments
10.2022 - Current
Team Leader, Client Services
Fidelity Investments
08.2021 - 10.2022
Director of Financial Planning
Morgan Stanley
02.2021 - 08.2021
Business Services Manager
Morgan Stanley
01.2018 - 07.2019
Paraplanner and Research Analyst
Pathfinder Wealth Consulting
09.2016 - 09.2017
Bachelor of Arts - Psychology
GEORGE MASON UNIVERSITY
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