Raymond Marquez, Jr. CFP® is a seasoned financial professional with over 15 years of experience as a financial advisor and has spent the past 3 years as a team leader at Fidelity Investments, where they coach and supervise a team of over 21 brokerage associates in client service. Previously, Raymond held leadership roles at Charles Schwab and Navy Federal Credit Union, contributing to customer relationships and financial advising. Raymond earned a Master's degree in Accounting and Financial Management from Keller Graduate School of Management, graduating with Distinction, and holds a Bachelor of Arts in Economics from James Madison University, as well as an Executive Certificate in Financial Planning from Georgetown University.
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