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Design Lead on Fidelity's WealthCental iPad app which gives Financial Planners the ability to monitor client accounts, trade stocks and mutual as well as stay on top of industry news all while on the go.

Significant effort went into ensuring an alignment with the WealthCentral web-based application user experience. Account information and other customer data was presented to the Advisors similarly across both platforms. I was also responsible for the web-based application as well.

Responsible for the efforts of multiple IAs and visuals designers on this project.

I lead all ideation sessions with stakeholders and other UX designers on the product. Ideation sketches by Richard Beauregard.


A 4+ rated App. 


Note: Visual designs were not created by Richard Beauregard. Visual comps shown to indicate final state.

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