Sara Gendron
Planning Consultant @Fidelity Investments
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WORK HISTORY
Planning Consultant @Fidelity Investments
Smithfield, RI, US
Help Individuals achieve their financial goals through planning and guidance.
EDUCATION
North Smitfield High School
High School Diploma
Bryant University
Bachelor's degree, Concentrations: Management: Innovation and Leadership & Finance, Minor: Sociology
Bryant University
Master of Business Administration - MBA, Business Administration and Management, General
ABOUT SARA GENDRON
As a Planning Consultant at Fidelity Investments, I work on a team of advisors who support our clients in holistic financial planning. Prior to being on a wealth management team I started my journey in financial planning as a Workplace Planning Consultant, working specifically with our 401k participants. I have learned so much thus far about the industry and I am excited to continue growing at a great organization. Before Fidelity, in 2022 I graduated from Bryant University with a dual bachelor\'s degree in Management and Finance. I was the captain of the Division 1 Swimming and Diving Team and was awarded the NCAA Women of the Year (2022). In 2023, I decided to continue my education and earn my Masters degree in Business Administration at Bryant University. For my current position I obtained my SIE, Series 7, Series 66, and my Accident and Health insurance licenses.
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