David Marion Email
Planning and Advice lead @ Fidelity Investments
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David Marion Location
- Lincoln, RI, US
David Marion Work
- Planning and Advice lead @ (July 2023 - Present)
- Personal Investing Client Services Team Lead @ (November 2021 - July 2023)
- AVP, Financial Solutions Advisor @ (March 2020 - October 2021)
- Vice President; Merrill Edge Sales; Client Relationship Team Manager @ (January 2018 - January 2019)
- Vice President; Merrill Edge Sales; Financial Priorities Team Manager @ (March 2017 - January 2018)
- Vice President; Merrill Edge Sales; CD and IRA Team Manager @ (March 2014 - March 2017)
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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