VP, Regional Sales Manager
Jeffrey Tackett is a Vice President Branch Office Manager for Fidelity Investments Charlotte Investor Center. Fidelity is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing and other financial products and services to more than 24 million individuals, institutions and financial intermediaries.
In his current role, Jeffrey has the privilege of leading, coaching and inspiring the Charlotte Investor Center associates to provide industry leading financial planning to area investors seeking financial guidance and investment planning. On a day-to-day basis, Jeffrey’s team offers Fidelity clients one-on-one investment guidance, wealth management, retirement planning, income strategies, and college planning services.
Jeffrey joined Fidelity in 2004 in Fidelity’s Fort Lauderdale, FL Investor Center. Over the last decade, he has held a number of leadership and management roles, in both the firm’s Insurance and Retail businesses. He was promoted to her current role in Charlotte in 2010.
He is a graduate of North Carolina State University where he earned his bachelor of arts degree in Economics with a minor in marketing. Jeffrey is a fully licensed registered representative holding FINRA Series 7, 66, 9 and 10 registrations, and insurance licenses.
Why did you decide to volunteer for Junior Achievement of Central Carolinas? "Passion for the organization, participated as a child and volunteered with different chapters for years. The importance of the mission as it relates to at-risk youths and the economic mobility of our community."