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Fidelity ReP Resources

Welcome to the Fidelity Rep Resources page. This page is designed to equip you with comprehensive resources that will enhance your understanding of our firm, keep you updated on our strategy performance, and support your efforts in educating clients about the benefits of partnering with us. 

Please feel free to reach out to your Exencial Consultant below if you have questions or need any additional information. 

FIND YOUR EXENCIAL CONSULTANT

Territory Map WAS Portal - 9.25.24

 

Craig Wezenski, MBA

Partner and Director of Business Development

203-298-8523

David Poudrier, CFP®

Sr. Wealth Consultant

813-723-1274

Jeff Baty

Sr. Wealth Consultant

405-478-1971

Michael McGlashen, J.D., CEPA

Sr. Wealth Consultant

805-400-4490

Derrick Longo, MBA

Wealth Advisor

914-844-1226