Margo Bryant

Regional Vice President - Fidelity Investments

Role: Regional Vice President - Fidelity Wealth Planning - Executive Services at Fidelity Investments
Location: Towson, MD, US
LinkedIn followers: 500 followers

OtherView LinkedIn profile

Experience

Regional Vice President - Fidelity Wealth Planning - Executive Services
Fidelity Investments
Dec 2022 — Present

Skills

Retirement Planning
Management
Finance
Sales
Series 7
Leadership
401k
Retirement
Risk Management
Strategic Planning
Mutual Funds
Series 63
Financial Services

Contact information

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Work email
•••••@fidelity.com
Personal email
•••••@•••••.com
Direct dial
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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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Experience

Regional Vice President - Fidelity Wealth Planning - Executive Services

Skills

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