Kevin Roberson

Client Service Manager - Fidelity Family Office Services

Kevin Roberson is a seasoned professional in the financial services sector, currently serving as Client Service Manager for Fidelity Family Office Services since September 2021. Roberson's career at Fidelity Investments began in August 2018, progressing through various roles including Client Service Analyst, Financial Representative, Client Service Representative, Service Support Specialist, and High Net Worth Representative II. Academic credentials include a Master of Science in Financial Planning from Texas Tech University, obtained between 2019 and 2021, and a Bachelor of Business Administration in Finance from The University of Texas at Arlington, completed between 2009 and 2011.

Location

Arlington, United States

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