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 @
- 2021 -2023 Personal Investing Client Services Team Lead @
- 2020 -2021 AVP, Financial Solutions Advisor @
- 2018 -2019 Vice President; Merrill Edge Sales; Client Relationship Team Manager @
- 2017 -2018 Vice President; Merrill Edge Sales; Financial Priorities Team Manager @
- 2014 -2017 Vice President; Merrill Edge Sales; CD and IRA Team Manager @
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
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.
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