Brooke Williams

Customer Relationship Advocate at Fidelity Investments

Role: Customer Relationship Advocate at Fidelity Investments
Location: Weston, MA, US
LinkedIn followers: 500 followers

Customer/Client ServiceView LinkedIn profile

About Brooke Williams

I am a Customer Relationship Advocate (CRA) at Fidelity Investments, currently completing…

Experience

Customer Relationship Advocate
Fidelity Investments
Jul 2025 — Present · Merrimack, NH, US
As a Customer Relationship Advocate at Fidelity, I’m currently studying for my FINRA licensing exams (including the SIE and Series 7), which will deepen my expertise in financial markets. I’m excited to grow within Fidelity’s supportive, mission-driven environment and to build a long-term career in financial services.

Contact information

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Current company

Fidelity Investments

Financial Services · 85K employees · Founded 1946 · Boston, Massachusetts, United States

Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve. Fidelity’s strength comes from the scale of our diversified, market-leading financial services businesses that serve individuals, families, employers, wealth management firms, and institutions. With assets under administration of $15.0 trillion, including discretionary assets of $5.9 trillion as of March 31, 2025, we focus on meeting the unique needs of a broad and growing customer base. Privately held for 78 years, Fidelity employs more than 77,000 associates across the United States, Ireland, and India. For our Terms and Conditions, please visit http://go.fidelity.com/LIterms

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