David Savitz is a seasoned financial consultant with over 26 years of experience in the financial services industry, currently serving as Vice President at Fidelity Investments. Prior to this role, David held positions at Wells Fargo, Merrill Lynch, EverBank, and MetLife, where they developed strong client relationships and managed significant assets. David’s expertise includes wealth management, banking, and lending, complemented by their Certified Financial Manager designation. They hold a degree from the University of Florida in the College of Arts & Sciences.
This person is not in the org chart
This person is not in any teams
This person is not in any offices