Travis Walsh

High Net Worth Service Representative at Fidelity Investments

Role: High Net Worth Service Representative at Fidelity Investments
Location: Boston, MA, US
LinkedIn followers: 500 followers

Customer/Client ServiceView LinkedIn profile

About Travis Walsh

I am early in my career that I have started at Fidelity Investments. I joined Fidelity as…

Experience

High Net Worth Service Representative
Fidelity Investments
Nov 2021 — Present · Merrimack, NH, US
Provide front line support to premium Fidelity clients to assist in their various service needs.• Collaborate directly with advisory teams to deliver white glove service to their clients.• Adapt quickly to real time financial and world events to help manage client concern.

Contact information

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•••••@fidelity.com
Personal email
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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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