John Mayo, CFP®, is an experienced investment professional with a strong background in asset management and client consultation. Currently serving as an Investment Consultant at Fidelity Investments since April 2021, Mayo previously held the position of Senior Investment Consultant at TD Ameritrade, where oversight of approximately 300 households with an aggregate account value of $400 million was a key responsibility. Prior roles include positions at BB&T, where Mayo managed a client portfolio worth $65.4 million, and at Scottrade, focusing on high-net-worth opportunities. John Mayo holds an MBA from The College of William and Mary and a Bachelor of Science in Business Administration, with a specialization in finance, from Strome College of Business.
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