Daniel Jackson, CFP®, MBA, is the Vice President and Branch Leader at Fidelity Investments, where they empower Wealth Management Teams to provide comprehensive financial planning. With over 25 years of experience in the financial services industry, Daniel has held several leadership roles, including AVP at T Rowe Price and Branch Manager at E*Trade Financial. They hold an MBA in Marketing and Finance from the University of South Florida and a CFP® certification from Kaplan University. Passionate about developing high-performing teams, Daniel thrives in creating strategies that enhance branch effectiveness and market growth.
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