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What’s your new year’s resolution for 2020? For many, their goal is to save money and plan for their financial future. At UNC-Chapel Hill, we’ve got resources for faculty and staff to make these goals both realistic and attainable. Whether you invest through Fidelity or CAPTRUST, we’ve got opportunities for you to meet one-on-one with a financial advisor who will help you understand and prepare for retirement.

Fidelity Investments

Cleo Morgan, Fidelity Retirement Planner, will be at the Administrative Office Building (104 Airport Drive) on the following dates to meet with employees:

  • Monday, Jan. 6, 2020
  • Wednesday, Jan 15, 2020
  • Monday, Jan. 27, 2020
  • Thursday, Feb. 6, 2020
  • Thursday, Feb. 13, 2020
  • Wednesday, Feb. 26, 2020
  • Monday, March 9, 2020
  • Tuesday, March 24, 2020
  • Monday, March 30, 2020

To set a time to meet with Cleo Morgan, visit or call 877-895-5986.

Learn more

CAPTRUST Financial Advisors

CAPTRUST Financial Advisors, the independent advisory firm that works on the UNC Retirement Programs, will be visiting UNC-Chapel Hill conducting on site individual advisory sessions as follows:

  • Dates: Jan. 16, 2020 and Jan. 31, 2020
  • Location: 104 Airport Drive, Chapel Hill, NC
  • Conference Room: Room 1501-C
Learn more
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