Connor Travis

Financial Consultant - Fidelity Investments

Role: Financial Consultant at Fidelity Investments
Location: Sterling Heights, MI, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About Connor Travis

I began my career at AXA Advisors (now Equitable Advisors) soon after graduating from Michigan State University with a degree in Economics. After spending a few years with Equitable I started my role at Fidelity Investments.I find passion in helping our clients through an individualized financial planning process. My work is focused on helping individuals reach their various financial goals through the world class tools and resources provided to me at Fidelity. Outside of Fidelity I spend my as much time as I can with friends and family. I find entertainment in sports (Go Green), golfing, and exercising. I also focus on being active in my community and making a positive impact on those that are a part of it.

Experience

Financial Consultant
Fidelity Investments
Jan 2026 — Present · Troy, MI, US

Education

Michigan State University
Bachelors of Arts, Economics
2014 — 2018

Skills

Microsoft Office
First Aid
Cpr Certified
Business Golf

Contact information

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Work email
c••••••••@fmr.com
Personal email
•••••@•••••.com
Direct dial
+15•••••••77

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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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