FIDELITY WEALTH

Educational Videos

As lead copywriter for Fidelity Investments' Wealth Management video series, I developed the editorial framework for five unscripted Videos built from guided interviews with real Fidelity advisors. Rather than delivering impersonal scripts, we let the interview guide the narrative structure and had our advisors explain estate planning, tax strategy, retirement, and investing in their own words—putting their personalities at the center of the storytelling. The result is wealth planning education that feels personal rather than produced.

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Fidelity Investments: Women Talk Money

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Fidelity Investments: Benefomo