#nameCompanyD

David Marion CFP®'s email & phone

Opt-Out
Planning & Advice lead at Fidelity Investments|Lincoln, Rhode Island, United States

Position:

Planning & Advice lead at Fidelity Investments

Location:

Lincoln, Rhode Island, United States

LinkedIn
View David Marion CFP®'s Email
Up to 10 free lookups. No credit card required.
Last updated: 2025-12-28
Updated: 2025-12-28

Found email addresses for David Marion CFP®:

Business email's:

Found phone for David Marion CFP®:

Searching for David Marion CFP® profiles
0% completed

A different David Marion CFP®?

Sign up to search for other David Marion CFP®'s across our 850M+ professionals database

Work Experience 12 years

Planning & Advice lead at Fidelity Investments

Jul 2023 - Current

Personal Investing Client Services Team Lead at Fidelity Investments

Nov 2021 - Jul 2023

AVP, Financial Solutions Advisor at Bank of America Merrill Lynch

Mar 2020 - Oct 2021

Vice President; Merrill Edge Sales; Client Relationship Team Manager at Merrill Edge

Jan 2018 - Jan 2019

Vice President; Merrill Edge Sales; Financial Priorities Team Manager at Merrill Edge

Mar 2017 - Jan 2018

Vice President; Merrill Edge Sales; CD/IRA Team Manager at Merrill Edge

Mar 2014 - Mar 2017

Education

CFP Certification Professional Education Program at College for Financial Planning

Bachelor's degree at Rhode Island College

Frequently Asked Questions

What is David Marion CFP®'s minimum period of employment in the companies?

David Marion CFP®'s minimum period of employment in various companies is 10 months.

What is David Marion CFP®'s average duration of employment for different companies?

On average, David Marion CFP® works for one company for 1 year 7 months

What industries has David Marion CFP® worked in?

David Marion CFP® works in the Financial Services.

What positions has David Marion CFP® held before?

Previously, David Marion CFP® worked as a Personal Investing Client Services Team Lead, and AVP, Financial Solutions Advisor, and Vice President; Merrill Edge Sales; Client Relationship Team Manager, and Vice President; Merrill Edge Sales; Financial Priorities Team Manager, and Vice President; Merrill Edge Sales; CD/IRA Team Manager.

How do I contact David Marion CFP®?

David Marion CFP®'s phone number is +1-***-***-8514. Sign up to get contact details.

Who is the Chairman & CEO of the Fidelity Investments?

The Chairman & CEO of the Fidelity Investments is Abigail P. Johnson

Other employees at Fidelity Investments

Name
Company
Position
Fidelity InvestmentsE
Digital Assets CSR - Institutional
Fidelity InvestmentsR
Customer Relationship Advocate
Fidelity InvestmentsG
New business annuity specialist
Fidelity InvestmentsK
Student Debt Operations Associate
Fidelity InvestmentsS
Senior Business Solutions Consultant
Fidelity InvestmentsE
Vice President Client Experience /Client Services

Data Privacy

GDPR Icon

GDPR COMPLIANT

SignalHire complies with the General Data Protection Regulation (GDPR). SignalHire follows GDPR requirements, including but not limited to rights of data subjects to access, correct, or delete their personal information and supports the right to be forgotten.

CCPA Icon

CCPA COMPLIANT

SignalHire is CCPA-compliant and provides California residents the right to know, access, opt out, and request deletion of their personal data.

BACK TO TOP