David Marion Email

Planning and Advice lead @ Fidelity Investments

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David Marion Location

Lincoln, RI, US

David Marion Work

2023 - now Planning and Advice lead @ Fidelity Investments
2021 - 2023 Personal Investing Client Services Team Lead @ Fidelity Investments
2020 - 2021 AVP, Financial Solutions Advisor @ Bank of America Merrill Lynch
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2018 - 2019 Vice President; Merrill Edge Sales; Client Relationship Team Manager @ Merrill Edge
2017 - 2018 Vice President; Merrill Edge Sales; Financial Priorities Team Manager @ Merrill Edge
2014 - 2017 Vice President; Merrill Edge Sales; CD and IRA Team Manager @ Merrill Edge

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David Marion Education

College for Financial Planning
CFP Certification Professional Education Program (CFP)
2018 - 2019
Rhode Island College
Bachelor's degree (HISTORY)
1980 - 1986

David Marion Skills

Financial Goals
Financial Planning
Retirement Income Strategies

Portfolio development
Financial Services
SEP IRA
Roth IRA
Financial Advisory

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David Marion Summary

David Marion, based in Lincoln, RI, US, is currently a Planning and Advice lead at Fidelity Investments. David Marion brings experience from previous roles at Fidelity Investments, Bank of America Merrill Lynch and Merrill Edge. David Marion holds a 2018 - 2019 CFP Certification Professional Education Program in CFP @ College for Financial Planning. With a robust skill set that includes Financial Goals, Financial Planning, Retirement Income Strategies, Portfolio development, Financial Services and more. David Marion has 1 emails on RocketReach.

David Marion Emails

Found 1 emails

@fidelity.com

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