Roberta James

Role: Financial Consultant at Fidelity Investments
Location: Tampa, FL, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About Roberta James

As a Financial Consultant at Fidelity Investments, I enjoy helping my clients create a…

Experience

Financial Consultant
Fidelity Investments
Jan 2020 — Present

Skills

Retirement Planning
Risk Management
Credit
Loans
Team Management
Banking
Management
Investments
Portfolio Management
Business Development

Contact information

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Work email
•••••@fidelity.com
Personal email
•••••@•••••.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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