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Gregory Doyle

Vice President, Advanced Planning

Gregory Doyle, CFP®, AEP®, is the Vice President of Advanced Planning at Fidelity Investments, specializing in comprehensive financial planning, wealth management, estate planning, and tax planning. Prior to this role, Gregory held various positions at Fidelity Investments and has extensive experience as a Senior Financial Planner at Ernst & Young, LLP, where they managed financial planning for numerous high-profile clients. Gregory began their career at Atlantic Technology Group, Inc. and later worked as a Senior Account Executive at Capital Source Finance, LLC. They earned a Bachelor's degree in Business Administration with a focus on Computer Information Systems from James Madison University.

Location

New York, United States

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