KF

Katherine Fitzpatrick

Financial Consultant

Katherine Fitzpatrick, CFP®, is a Financial Consultant at Fidelity Investments, where they engage directly with clients to provide personalized financial planning guidance. Prior to this role, Katherine held various positions at Fidelity, including Planning Consultant and Relationship Manager, demonstrating a strong dedication to client advocacy and building long-lasting relationships. Before joining Fidelity in 2020, Katherine coordinated events and marketing for Eventfully Angela LLC and developed sales skills as a Senior Sales Advisor at Vector Marketing. They obtained a Bachelor's Degree in Finance and Marketing from Villanova University and studied abroad at The American University of Rome.

Location

Charlotte, United States

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