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Charitable Planning Specialists

Fidelity Charitable has a nationwide network of professionals with experience in charitable planning strategies. Our specialists are available to meet with you any time.

Region Charitable Planning Specialists
Alabama, Florida, Georgia, Mississippi, North Carolina, South Carolina Brock Allard: 919-458-0917
Arizona, Colorado, Idaho, Kansas (including Kansas City metropolitan area), Montana, Nebraska, New Mexico, North Dakota, South Dakota, Utah, Wyoming Mark Ricketson: 303-513-8955


Brandon Collins: 817-474-6034
Hawaii, Southern California (including Los Angeles County and south), Southern Nevada Jonathan Batista: 949-281-9147


Shay Wiggins: 817-474-6748
Arkansas, Louisiana, Oklahoma, Texas Daniel Tarsha: 972-904-9060


Marci Poticny: 817-474-6056
Alaska, Northern California (including Ventura County and north), Northern Nevada, Oregon, Washington Stephen Brooks: 925-407-6737


Colby Chaisson: 617-563-0948
Connecticut, New York (Upstate and Long Island), Northern New Jersey, Vermont Margot Navins: 617-645-0401


Stephen Schwanke: 919-458-5971
Delaware, Maryland, Southern New Jersey, Eastern Pennsylvania, Virginia, Washington, D.C. Glenn Garbutt: 610-301-3242


Angela Herrington: 817-474-6662
Illinois, Iowa, Minnesota, Missouri, Wisconsin Tony Oommen: 312-771-5676


Kyle Casserino: 919-458-6656
Indiana, Kentucky, Michigan, Ohio, Tennessee, West Virginia, Western Pennsylvania Chris Hodgson: 817-474-6538
Maine, Massachusetts, New Hampshire, Rhode Island Josh Daly: 617-429-7395


Harrison Miller: 919-458-6230

New York Metro Jacqueline Valouch: 212-335-6432


Colin Roth: 919-458-3099

Contact a Charitable
Planning Specialist
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On the Phone:
1-800-262-6039
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Ask about the Charitable Investment Advisor Program

This program allows investment advisors to actively manage the charitable assets their clients contribute to Fidelity Charitable.

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