We recently hired Fidelity Investments in Novi, Michigan. We settled on Kristin Dougherty, that was…read morea big mistake.
We had several problems with Fidelity, from our pin on our debit card changing 3 times, which we never changed, to getting signed up for voice ID, which we never signed up for either.
With all of these issues, I requested a meeting with our advisor Kristin to discuss, another mistake.
Kristin was just going through the motions, wasn't interested in helping us, but during this process it became apparent that she didn't know how to operate her own company's website, constantly having to email people and text people to get the job done.
After the meeting when I was walking out, she insulted me behind my back, calling me an unflattering name.
I asked to speak with her manager, who looked into this unprofessional attitude and called me 1 week later saying that she spoke to Kristin and Kristin said and I quote". That wasn't one of my finest days " Really now, you insult a customer and that is all you have to say ?
Our advice, if you have to use Fidelity, is to look for another advisor besides Kristin Dougherty. We found that she doesn't have a college degree, which in this industry is pretty much a must, plus she has an offensive way of trying to handle problems.
One last thing about Kristin, when she talked with her boss, she said when I texted her that I ordered her back to the office via text message, not true and not only do I have the entire text chain that I had with her, but I also recorded our meeting in her office .
Buyer beware, if you want a sales rep, which is what Kristin is, not really a financial planner, who insults you, and if you want somebody who cannot seem to navigate her own company website............she is your gal, otherwise shop around and get someone more professional.
