Tom Boardman

Tom Boardman, CFP®, is the Vice President and Wealth Planner at Fidelity Investments, where they excel in providing financial planning and client service. Tom has amassed extensive experience in financial services, having held various roles at Fidelity since 2007, including Senior Retirement Specialist and Private Client Specialist. They are recognized for their strong communication and leadership skills and have consistently improved customer satisfaction. Tom holds a Bachelor of Science in Business Administration with a focus on Management from the University of Rhode Island.