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Contact a Charitable Planning Expert

Our national network of experts is available to help you grow your business with charitable giving strategies and the details of our donor-advised fund program. You can reach our regional experts by location below or by calling 1-800-262-6039.

Map showing the Fidelity Charitable regional experts across the United States

New England •

MA, ME, NH, RI, VT

Kyle Casserino
860-628-1129
kyle.casserino@fmr.com
LinkedIn profile

Jordan Nocera
919-458-1407
jordan.nocera@fmr.com
LinkedIn Profile

Tri- State •

CT, Northern NJ, NY

Mario Villarreal
817-474-6770
mario.villarreal@fmr.com
LinkedIn profile

Danielle Kelly
212-335-5683
danielle.kelly@fmr.com
LinkedIn profile

Dennis Ladd
917-566-5914
dennis.ladd@fmr.com
LinkedIn profile

Mid-Atlantic •

DC, DE, IN, KY, MD, MI, OH, PA,
Southern NJ, VA, WV

Glenn Garbutt
610-301-3242 
glenn.garbutt@fmr.com
LinkedIn profile

Madison Ward
919-458-2969
maddy.ward@fmr.com
LinkedIn profile

South Central •

AR, Kansas City, MO; KS, LA, NM, OK, TX

Brandon O'Neill
214-673-6253 
brandon.o'neill@fmr.com
LinkedIn profile

Chris Goodwin
817-474-0433
christopher.goodwin@fmr.com
LinkedIn profile

Northwest •

AK, ID, Northern CA (including Ventura County and north), OR, WA

Jim Carpenter
614-400-2413
james.carpenter@fmr.com
LinkedIn profile

Steven Perdigao
817-474-6231
steven.perdigao@fmr.com
LinkedIn profile

Southwest •

AZ, HI, NV, Southern CA, UT

Kyle Casserino
860-628-1129
kyle.casserino@fmr.com
LinkedIn profile

Lexsis Baxter
919-458-2989
lexsis.baxter@fmr.com
LinkedIn profile