Jay Boothroyd, CFP®, is currently the Vice President and Branch Leader at Fidelity Investments, where they inspire and lead a team dedicated to helping clients achieve their financial goals. Previously, they served as a Vice President, Financial Consultant, managing a portfolio of high-value client accounts. Jay's earlier experience includes a decade of service as a Special Forces Medical Sergeant in the US Army, contributing to Operation Enduring Freedom. They hold a Bachelor's Degree in Economics from the University of Connecticut and are pursuing a Certificate in Financial Planning at Sacred Heart University.
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