Brannon Ozark

Vice President, Financial Consultant

Brannon Ozark, CFP®, is a Vice President and Financial Consultant at Fidelity Investments, where they leverage over 15 years of experience in financial services and wealth management to help clients achieve their financial goals. They hold multiple degrees, including an MBA in Business Administration and Finance, and a Financial Planning Certificate from Bryant University. Brannon has also served in various financial roles, such as Financial Center Manager II at Bank of America and Senior Paraplanner at Apella Capital, LLC. A proud US Army veteran, Brannon is committed to building long-term relationships based on trust and transparency.

Location

Longmeadow, United States

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