David Schwarzkopf

Head of Advisory Services

David Schwarzkopf, CFP, is the Head of Advisory Services at Fidelity Investments. They previously held various roles at Fidelity, including Regional Vice President and Regional Sales Manager. Prior to that, David was a Senior Financial Planner at SunTrust Bank and BB&T Bank, and worked as a Relationship Manager at The Vanguard Group. They began their career in Personal Financial Counseling at Ernst & Young. David earned an MBA in Finance from Villanova University.

Location

Charlotte, United States

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