Connor Melchor

Customer Relationship Advocate at Fidelity Investments

Role: Customer Relationship Advocate at Fidelity Investments
Location: Providence, RI, US
LinkedIn followers: 500 followers

Customer/Client ServiceView LinkedIn profile

About Connor Melchor

Dedicated finance professional with a dual Bachelor of Science in Finance and Bachelor of Arts in Economics from the University of Rhode Island. Currently working as a Customer Relationship Advocate at Fidelity Investments, leveraging a background in wealth management, tax services, and financial services to deliver exceptional client support and financial guidance. Experienced in tax analysis, investment strategies, and customer relations through roles at Sentry Tax and Accounting, Decisive Wealth Management, and Santander Bank. Passionate about empowering clients to make informed financial decisions while continuously developing expertise in financial planning and investment services. Let’s connect!

Experience

Customer Relationship Advocate
Fidelity Investments
Jan 2025 — Present

Education

University of Rhode Island
Bachelor of Science - BS, Finance
University of Rhode Island
Bachelor of Arts - BA, Economics

Contact information

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•••••@fidelity.com
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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

fidelity.com

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