Joseph Farrell

Financial Consultant

Joseph Farrell is a financial consultant at Fidelity Investments, utilizing their strong communication skills and customer service expertise to enhance client relationships. They previously held various positions within Fidelity, including planning consultant, investment consultant, and relationship manager, where they focused on financial planning and client advocacy. Prior experience includes roles at PNC and Clarks, as well as serving as a student manager for Penn State University's women's volleyball team. Joseph holds a Bachelor of Science in Economics from Penn State University and has completed the Series 7 and Series 66 certifications.

Location

Naperville, United States


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