Fidelity Investments Opens New NW Houston Location

HOUSTON, TX -- Fidelity Investiments announces the opening of its new investor center in Northwest Houston, Texas. Located at 5322 FM 1960 Rd W, the new 8,000 square-foot office is a state-of-the-art facility that provides area investors with more access to investment guidance, as well as Fidelity’s broad array of products and services. Fidelity now has almost 195 investor centers around the country, including eight offices in the Houston metro area. “Fidelity’s decision to open a full-service investor center in Northwest Houston was driven by the needs of our clients, especially those who desire face-to-face contact when it comes to achieving their financial goals,” said Monica Santiago, vice president and branch manager of the new office. “Our objective in designing this space was to create an inviting and engaging environment, one that provides the best possible experience for our clients.”

Fidelity investor centers provide clients with education, innovative technology and one-on-one guidance1 to help them develop strategies for a variety of financial objectives. At Fidelity’s local offices, clients can work with a Fidelity investment professional to:

· Evaluate retirement readiness and get help preparing a retirement income plan

· Conduct a comprehensive portfolio review

· Take advantage of Fidelity’s Portfolio Advisory Services2 which provides ongoing portfolio management

· Review useful information on estate planning, charitable giving, life insurance and college planning3

· Participate in a wide offering of free educational seminars and workshops

Ms. Santiago brings more than 17 years of financial services experience to her position overseeing the new investor center. Since joining Fidelity in 2008, she has held a number of roles within the firm’s investor center network, most recently serving as Assistant Branch Manager in Fidelity’s Woodlands office. She is a Certified Financial Planner and has successfully completed Series 7, 9, 10, 24, 63 and 65 examinations and has a life insurance license for the state of Texas.

At the new investor center, Ms. Santiago will work with a team of 11 associates dedicated to helping investors with their investment needs.