Joseph Small

Joseph Small, CFP®, is currently the Vice President and Wealth Planner at Fidelity Investments, where they are dedicated to helping clients achieve their financial goals through customized planning and education. Previously, they worked as a Financials Sector Analyst at Seahawk Investment Management LLC and held multiple roles at Fidelity Investments, advancing from an Administrative Intern to a Financial Consultant. Joseph is currently enrolled in the CFP Board Registered Program in Financial Planning at Southern Methodist University, furthering their expertise in the field.