Bryn Morgan
Investment Solutions Representative at Fidelity Investments
- Role
- Investment Solutions Representative i at Fidelity Investments
- Location
- Providence, RI, US
- LinkedIn followers
- 500 followers
About Bryn Morgan
Young business professional aspiring to build a career in the finance industry, driven by strong communication skills and a passion for helping others secure their financial future. Graduated Magna Cum Laude with a 3.81 cumulative GPA as a Marketing and Finance student in the Providence College School of Business. Completed the Liberal Arts Honors Program. Lifelong member of Beta Gamma Sigma and Alpha Mu Alpha.
Experience
Investment Solutions Representative i
Oct 2025 — Present · Smithfield, RI, US
Successfully attained Series 66, becoming an Investment Adviser Representative- Partner with clients to support progress toward their financial goals- Work in a consultative sales capacity to discover opportunities for asset transfer and consolidation- Leverage Fidelity’s tools and resources to support informed investment decision-making.
Education
Stonington High School
High School Diploma
2016 — 2020
Providence College
Bachelor of Science - BS, Marketing
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