Kerry Oldfield, CFP®, is a Vice President and Wealth Management Advisor at Fidelity Investments, where they have held various roles since 2012, including positions as a Branch Manager and Regional Planning Consultant. Prior to their current role, they served as a Financial Consultant from 2018 to 2021. Kerry earned a degree in Interdisciplinary Engineering & Management from Clarkson University, attending from 1997 to 2001.
Location
Lititz, United States
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