Adam Schwartz, CFP®, is a Vice President and Financial Consultant at Fidelity Investments, where they leverage their extensive experience in the financial services industry to ensure client satisfaction. Prior to this role, Adam worked as a Financial Consultant at E*TRADE and held various positions at AXA Advisors, Merrill Lynch, and Morgan Stanley. Adam holds a Bachelor's Degree in Economics from Towson University and is currently pursuing a Certified Financial Planner Course at the College For Financial Planning.
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