Braxton Smith, CFP®, is the Director of Distribution Service Model Design & Transformation at Fidelity Investments, where they have held multiple roles since 2020, including Consultant and Business Analyst. Previously, Braxton worked as a Financial Advisor at UBS from 2017 to 2019 and gained experience as a Loan Servicing Specialist at Wells Fargo for a brief period in 2017. Braxton's early career included an internship at Fulcrum Capital Partners, LLC in 2016. They earned a Bachelor's degree from the University of North Carolina at Charlotte in 2017 and a Certificate in Financial Planning from Wake Forest University School of Business in 2019.
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