Krista Cavalieri, CFP®, is a skilled financial professional currently serving as Vice President and Wealth Planner at Fidelity Investments. With extensive experience in wealth management and financial advising, they have held roles at prestigious firms such as Morgan Stanley Smith Barney, UBS Investment Bank, and Evolve Capital LLC, which they founded. Krista earned a Bachelor of Science in Finance and International Business from The Ohio State University Fisher College of Business. Over the years, they have developed a strong reputation for understanding and empowering clients to navigate their financial journeys.
This person is not in the org chart
This person is not in any teams
This person is not in any offices