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Our team of advisors is here to help bring you the clarity and confidence you need to move forward. Nobody knows what the future holds, but you can build a plan for it. Schedule a time to chat with one of our experts and we’ll put our C.A.R.E. process to work for you. We’ll understand where you are, where you want to go and help you make decisions that will get you there.
Financial Advisor,
Osaic Institutions, Inc.
Vice President,
Fidelity Bank
Direct: 508-762-3609
Eric Brose has served as a financial advisor for over 20 years, as a registered investment advisor, holding the series 7, 63 and 65 licenses, and insurance licensed to offer insurance solutions. His education includes an MBA in Finance and Marketing from Tulane University and BA in Political Science from George Washington University in Washington, DC.
Eric approaches his clients as a consultative advisor, seeking to develop a relationship with his clients. He takes the time to learn about his clients and their families, and asks about their needs, hopes and dreams. Gathering a holistic picture allows Eric to be able to provide more than just solutions but to serve in an advisory capacity and provide solutions that can help his clients get to where they want to be.
When not working, Eric enjoys choral singing, skiing and tennis, gardening and cooking, and his many volunteer activities.
Investment & Insurance Assistant, Osaic Institutions located at Fidelity Bank
Direct: 978-870-1479
Hannah Mae Chevalier joined Eric in August of 2022 as the administrative assistant for the Investment and Insurance group at Fidelity Bank. Hannah earned her MBA at Bentley University with concentrations in Law and Taxation, and her BA at Fitchburg State University in Accounting.
Hannah serves a critical role for our clients, providing both outreach to our clients, and responsiveness to client requests. As a dedicated team member, her focus is on providing the highest quality service and deepening relationships with our clients. Through those interactions, our clients know that we care about helping them achieve their goals, and about them having a high comfort level in working with us.
Hannah lives in Winchendon with her husband and 3 young children. A self-described homebody, Hannah still finds a way to bundle up the family and travel to family events.
Using our unique C.A.R.E. process, we help you navigate the future. We believe that planning for the future doesn’t have to be stressful. You deserve to live the life you want to live and we’re ready to help you get there.
*Neither Osaic Institutions or any of its representatives may give legal or tax advice. Consult your legal and/or tax advisor. Investment and insurance products and services are offered through Osaic Institutions, Inc. Member FINRA/SIPC. Osaic Institutions and the bank are not affiliated. Products and services made available through Osaic Institutions are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value. We do not provide tax advice. Investors should consult their tax professional for their particular situation.
Routing # 211370707 | NMLS # 452347 | Phone: 800.581.5363
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