Michael Francis

Investment Management Consultant III

Michael Francis, CFP®, is a service-oriented leader and cancer survivor currently working as an Investment Management Consultant III at Fidelity Investments. They previously interned in private wealth management at Merrill Financial Associates and held various roles at Fidelity, including Investment Solutions Representative and High Net Worth Service Associate. Michael earned a bachelor's degree in Economics from Brigham Young University, where they also served as Executive Director of Campaigns, leading initiatives that focused on mental health awareness. Passionate about learning and helping others, Michael continues to pursue educational goals while actively engaging with clients in the investment industry.

Location

Layton, United States

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