Lance Margolis

Lance Margolis, CIMA®, is currently the VP, Regional Brokerage Consultant at Fidelity Investments, where they support Financial Consultants and clients in navigating Fidelity's self-directed platform. Prior to this, they served as a Senior Internal Wholesaler at Hartford Funds, successfully managing advisor relationships and developing territory. Earlier in their career, Lance held roles at firms like Vanguard, where they traded securities and led teams in compliance and operational efficiency. They earned a JD from Widener University School of Law and a BS in Economics from Penn State University.