Tom Boardman Email & Phone Number
VP, Wealth Planner @ Fidelity Investments
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Tom Boardman Location
- Framingham, MA, US
Tom Boardman Work
- 2018 - now VP, Wealth Planner @
- 2013 - 2018 Financial Consultant @
- 2012 - 2013 Investment Representative @
- 2010 - 2012 Private Client Specialist @
- 2010 - 2010 Financial Representative @
- 2007 - 2010 Senior Retirement Specialist Work Leader @
- 2005 - 2007 Senior Select Service Representative @
- 2003 - 2005 Customer Service Associate @
Tom Boardman Education
- University of Rhode Island
Bachelor of Science (Business Administration; Management)
2000 - 2004 - Bonny Eagle High School
Diploma (General)
Tom Boardman Skills
- Mutual Funds
- Financial Services
- Investments
- Retirement Planning
- Financial Planning
- 401(k) Retirement Savings Plans
- Financial Advisory
- Wealth Management
- Asset Allocation
- Management
- Portfolio Management
- Roth Ira
- Traditional Ira
- Sep Ira
- Simple Ira
- Rollovers
Tom Boardman Summary
- Tom Boardman, based in Framingham, MA, US, is currently a VP, Wealth Planner at Fidelity Investments. Tom Boardman brings experience from previous roles at Fidelity Investments. Tom Boardman holds a 2000 - 2004 Bachelor of Science in Business Administration; Management @ University of Rhode Island. With a robust skill set that includes Mutual Funds, Financial Services, Investments, Retirement Planning, Financial Planning and more. Tom Boardman has 3 emails on RocketReach.
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