New Fidelity Investments Office Opens

Fidelity Investments’ new Ballantyne Investor Center opened on Dec. 21, offering select services and local advisors available to meet virtually or via phone (833-996-2279). The Fidelity team can help investors with everything from building a financial plan to selecting accounts that are right for you. During the COVID-19 pandemic, Fidelity advisors have continued to help clients through virtual appointments and are eager to serve the Ballantyne and Greater Charlotte Community.

Sarah Drummond is VP Branch Leader of the Ballantyne Investor Center, which provides services in retirement planning, wealth management, income strategies, college planning and integrated employee benefits.

“We are so excited to bring Fidelity Investments to Promenade on Providence,” said Cara Sanders, Property Manager with Childress Klein who manages Promenade on Providence. “Many of our shoppers and nearby residents are looking for investment services. Having a Fidelity office nearby allows them easy access to financial advisors who can meet with them one on one, virtually now and in person in the future, to discuss their particular financial situations.”

The new office is located in the former Beauty Brands spot at 5335 Ballantyne Commons Parkway, Suite 100. Hours are 8:30am to 5:30pm Monday through Friday and by appointment. For more information, visit the Fidelity website.

Keep in mind that investing involves risk. The value of your investment will fluctuate over time, and you may gain or lose money.

Fidelity Brokerage Services LLC, Member NYSE, SIPC

900 Salem Street, Smithfield, RI 02917

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