Sam Albert, CFP®, is a Vice President and Wealth Planner at Fidelity Investments, a position held since 2017. Previously, Sam served in various roles at Fidelity, including Senior Portfolio Specialist and Portfolio Specialist. Prior to this, Sam was a Financial Advisor at Morgan Stanley from 2007 to 2009 and held multiple account executive positions at Centex Home Equity and Argent Mortgage Company. Sam earned a Bachelor's degree in Management Information Systems from 1998 to 2002.
Location
Jacksonville, United States
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