Emily Borg, CFP®, is currently the Vice President of Advisor Concierge at Fidelity Investments, where they have held various roles since 2008, including Director and Managing Director in Relationship Management. Previously, Emily served as a Compliance Supervisor at GuideStone Financial Resources from 2001 to 2008. They earned a Certificate in Financial Planning from Southern Methodist University and a BBA in Finance from Oklahoma Baptist University.
Location
Dallas, United States
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