Before we begin, take a moment and complete the Client Communication Preferences Form — it allows you to select what you’d like to receive by email, including Market Updates, Chart of the Month, Webinars, Technology Updates, and other Fairvoy announcements.
Welcome to Fairvoy Private Wealth. We are truly honored that you’ve chosen to partner with us, and we’re excited to embark on this journey together. Our mission is simple: Create Great Journeys by providing clarity, confidence, and direction as we help you pursue your most important goals. To learn more about our name, team, and services, view this presentation or short video.
Key Tools and Introductions to Help You Get Started:
You will be working closely with your advisory team. Feel free to contact any member of our team for assistance. Our main line is 205-578-6250. You can text any of us on our personal lines as well.
- Stephen Davis, 205-578-6201, stephen@fairvoypw.com
- Ashley Davis, 205-578-6282, ashley@fairvoypw.com
- Neal Carroll, 205-578-6261, neal@fairvoypw.com
- Alan Word, 205-578-1825, alan@fairvoypw.com
- Claudia Johnston, 205-578-6214, claudia@fairvoypw.com
- Alma Maric, 205-578-6246, alma@fairvoypw.com
- Ashley Burt, 205-578-1344, aburt@fairvoypw.com
- Macy Beasley, 205-578-6198, macy@fairvoypw.com
About Your Custodian – Fidelity Investments
Your accounts are held at Fidelity, one of the most respected and secure financial institutions in the country. Fidelity provides robust account protection, clear reporting, and a seamless client experience. If you need any help regarding the Fidelity website or app, please let us know. Our team can service your accounts and should be your first point of contact regarding your Fidelity account(s).
New Accounts Process and Transfers
We’ll help you open your new accounts with our custodian, Fidelity Investments. These accounts will hold your investments and serve as the foundation for your financial plan. Our team will prepare all documents in advance so you can review and sign them securely online.
Once your new accounts are open, we’ll begin the Automated Customer Account Transfer (ACATS) process to move your investments from your previous firm to Fidelity. This process typically takes 5–7 business days once all paperwork is complete. You won’t need to contact your previous advisor or institution in most cases — our team handles the process for you and will keep you updated throughout.
If you are transferring accounts outside the ACATS system, our team will work with you separately on moving these accounts. They typically involve corporate retirement accounts, annuities, insurance, or banking accounts.
You’ll also review and sign Fairvoy’s advisory documents, including your investment advisory agreement and disclosures. These outline our fiduciary responsibilities and ensure full transparency in how we serve you.
Your Fairvoy Planning & Reporting Tools
In the coming days, we will walk you through access to the following:
- Fairvoy Performance Reporting App
- Fairvoy Financial Planning Site (when applicable)
The Fairvoy Performance Reporting App/Website is a secure platform, branded under Fairvoy and integrated with Fidelity, allows you to view your investment performance, asset allocation, and more — all in one place. This is by invite only.
The Fairvoy Financial Planning Site is your personalized planning hub where we track progress toward your financial goals, simulate different scenarios, and make real-time adjustments as life evolves.
Visit Our Website for News, Updates & Insights
We encourage you to visit our site regularly, where you’ll find helpful resources and timely updates. Our News & Insights section provides a growing library of educational content, market commentary, and planning ideas designed to keep you informed and confident in your financial journey.
Stay Connected – Your Way
We want to make sure you receive information that’s most valuable to you.
Please take a moment to complete our Client Communication Preferences Form — it allows you to select what you’d like to receive by email, including Market Updates, Chart of the Month, Webinars, Technology Updates, and other Fairvoy announcements.
You can also choose to receive only limited updates a few times per year — or opt out of marketing emails entirely. By completing this form, you’ll help us tailor your experience so the information you receive is relevant, timely, and aligned with your preferences.
We are consistently adding new items to our social media. We encourage you to follow our content on any of the following platforms.
Welcome Again to the Fairvoy Family
Thank you again for choosing to be part of the Fairvoy Family. We’re truly honored to guide you on this journey and look forward to helping you reach your goals with confidence and clarity. If you ever have questions, please don’t hesitate to call, email, or text your advisory team — we’re always here to help.
Together, we’ll continue to create great journeys — one step at a time.