John T. Smith, CRPC®, is currently the Vice President and Branch Leader at Fidelity Investments. They have a diverse background in financial advisory roles, having previously worked at Morgan Stanley, Wells Fargo Advisors, and UBS. Prior to their current position, John served as a National Performance Manager at Bank of America Merrill Lynch from 2018 to 2021. They earned a Chartered Retirement Planning Counselor designation from the College for Financial Planning in 2017.
Location
Seattle, United States
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