JR

Justin Roscoe

CS Held Desk Team Leader

Justin Roscoe has extensive experience in the financial services industry, with a focus on team leadership and investment consultancy. At Fidelity Investments, from August 2021 to January 2025, Justin held positions as Team Leader for High Net Worth clients and as CS Held Desk Team Leader. Prior roles include various leadership and specialist positions at Merrill Edge and a supervisory role at CVS Caremark Corporation. Justin holds a Bachelor's Degree in International Business from Rhode Island College and has demonstrated a strong capability in leading teams of licensed Premium Investment Consultants.

Location

Chicago, United States

Links


Org chart

This person is not in the org chart


Teams

This person is not in any teams


Offices

This person is not in any offices