Stephen Finelli

Stephen Finelli, CFP®, is a Vice President and Financial Consultant at Fidelity Investments, where they apply their extensive financial expertise. Previously, they worked at BNY Mellon in Broker Dealer Services, contributing to contract management and compliance updates. They also served as a Mortgage Consultant at Baydonhill FX, assisting UK clients with international mortgage options, and a Financial Services Representative at First Investors Corporation, where they built a client base to provide investment advice. Finelli holds a Bachelor of Science in Business Administration with a focus on Finance from Marist College.