Liz Hall, CFP®, currently serves as Vice President and Branch Leader at Fidelity Investments. Previously, they were an Assistant Branch Leader at the same company and held several leadership positions, including Vice President - Team Manager at Morgan Stanley. Liz also gained valuable experience at Merrill Edge in various roles, including Vice President - Financial Solutions Team Manager. They earned a Master of Business Administration (MBA) in Business Administration and Management from Jacksonville University. Active licenses include CRPC and Series 7, 66, 9, and 10.
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