Roberta James Email & Phone Number
Vice President Wealth Planner @ Fidelity Investments
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Roberta James Location
- Florida, United States
Roberta James Work
- Vice President Wealth Planner @ (July 2026 - Present)
- Financial Consultant @ (January 2020 - July 2026)
- Financial Advisor @ Morgan Stanley (December 2015 - January 2020)
- Financial Planning Specialist @ Morgan Stanley (December 2014 - December 2015)
- Client Service Associate @ Morgan Stanley (February 2013 - December 2014)
- Branch Manager @ M&T Bank (June 2008 - January 2013)
- Bank Teller @ People's Bank (October 2007 - June 2008)
- Associate Director @ QVC (December 2004 - October 2007)
- Newscast Director @ Wgal 8 (May 2003 - December 2004)
Roberta James Education
- Penn State University
Bachelor of Arts (B.A.) (Communication and Media Studies)
1999-2003
Roberta James Summary
- Roberta James, based in Florida, United States, is currently a Vice President Wealth Planner at Fidelity Investments. Roberta James brings experience from previous roles at Fidelity Investments and Morgan Stanley. Roberta James holds a 1999 - 2003 Bachelor of Arts (B.A.) in Communication and Media Studies @ Penn State University. Roberta James has 2 emails and 1 mobile phone numbers on RocketReach.
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