Appleton Answers: Private Client Workshops

Join us to discuss planning issues clients have told us matter to them. Register below for whatever session(s) is of greatest interest. Enjoy an informative discussion and walk away with greater insight into the subject of the day. We also encourage you to invite a family member, friend or colleague whom you feel would benefit from participating.

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Personal Security & Cyber Risks with Gary Rossi, Vice President of Security at Fidelity Global Security

September 20, 2023 @ 4:00 pm - 5:00 pm

At Appleton Partners, we seek to provide advice and solutions that meet our clients’ wealth management needs and are excited to introduce our next webinar featuring Gary Rossi, Vice President of Security at Fidelity Global Security. In this webinar, Gary will join us to offer expert advice on avoiding online risks, maintaining personal security, and protecting yourself from Cybercrime.

Gary Rossi has over 30 years of experience as a private sector and law enforcement security professional with deep expertise in investigations, cyber fraud matters, risk mitigation and strategic planning. Gary joined Fidelity Investments in 2003 and served as Fidelity’s Head of Corporate Investigations. Gary now leads the Fidelity Security Services group, working directly with many clients to assist them in better understanding current security threats and with building appropriate mitigation strategies. Prior to Fidelity, Gary served for 14 years as a special agent for the Federal Bureau of Investigation (FBI).


September 20, 2023
4:00 pm - 5:00 pm


Appleton Partners
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