Steven R. Sperry

Steven R. Sperry is an experienced financial services professional currently serving as the Vice President Branch Leader at Fidelity Investments since January 2022. Prior to this role, Steven held various positions at Bank of America Merrill Lynch from November 2014 to November 2019, including Vice President as Financial Solutions Advisor and Investments Market Leader, as well as leadership roles such as Officer and Assistant Financial Center Manager. Earlier in Steven's career, a role as an Agent at New York Life was held from December 2008 to May 2009. Steven earned a degree from The University of Kansas between 2003 and 2007 and has demonstrated strong leadership skills, managing a team of 14 direct reports.