Jonathan Germano

Jonathan Germano, CFP®, is currently the VP of Wealth Planning at Fidelity Investments, where they have been since 2022. They previously held various positions in the financial sector, including Regional Bank Private Banker at Wells Fargo and Private Client Group Relationship Manager at PNC. Germano has also served as a Financial Advisor at UBS and RBC Wealth Management, and as a Premier Relationship Advisor at HSBC. They are pursuing an MBA in Finance at the University of Miami and a BBA from Capella University.