David Marion CFP® is a financial professional with a Bachelor’s degree in History from Rhode Island College, which they obtained in 1986. They have served in various leadership roles, most recently as Team Lead in Planning & Advice at Fidelity Investments from 2021 to 2023. Prior experience includes roles at Bank of America Merrill Lynch as an AVP Financial Solutions Advisor and multiple vice president positions within Merrill Edge, where they focused on client relationship management and deepening client engagement. Renowned for their passion for educating clients, David possesses skills in process management, complex problem solving, and leadership within dynamic work environments.
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