Desi Gonzalez is the Vice President and Wealth Planner at Fidelity Investments, where they have been since 2023. With twenty-eight years of diverse business experience, including eighteen years in management, Desi specializes in brokerage services such as equities, ETFs, and fixed income. Previously, they served as a Senior Manager at E*TRADE, supporting C-Suite executives, and held various managerial roles at Scottrade and National Discount Brokers, achieving notable customer satisfaction and operational efficiency. Desi holds multiple industry licenses, including Series 7, 63, 24, 4, and 66, as well as Life and Health Insurance.
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