Tom Wahl - RBC Wealth Management Financial Advisor

With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management experience to help you develop strategies and solutions for pursuing financial security, no matter where you are in life.

Katie Titus - UBS Financial Services Inc. is a team of dedicated Financial Advisors based in Rochester, NY. With 24 years of experience in wealth management, Katie specializes in Equity Plan Advisory Services and executive services, providing expertise in section 16b transactions, rule 144 trades, and 10b5-1 trading plans. As part of The Schoff Group, Katie and her team deliver the capabilities of UBS, a global powerhouse, with a uniquely objective boutique approach. Recognized by Forbes as one of America's Top Wealth Management Teams in 2022 and 2023, and as one of the Best-in-State Wealth Management Teams in 2023 and 2024, Katie Titus brings a knowledgeable perspective, good judgment, and broad experience to help clients meet their financial challenges and seize opportunities. With a focus on liquidity management and a commitment to understanding each client's individual wealth goals, Katie and her team at UBS Financial Services Inc. are dedicated to providing personalized financial advice and guidance.Generated from the website

Visit a Fidelity Investor Center for a variety of financial planning, wealth management, retirement, investment, and brokerage services. Schedule a complimentary planning appointment online or by calling your local Investor Center. For service transactions, we encourage you to go digital by visiting our website or downloading the Fidelity Mobile app.