Walter Holmes

Walter Holmes, CFP®, is a highly experienced Wealth Management Planning Consultant currently at Fidelity Private Wealth Management. With a robust background in financial services, they have successfully assisted high net worth clients by creating and implementing tailored financial plans. Previously, Walter held positions at Fidelity Investments from 2006 to 2015 and at JPMorgan Chase from 2003 to 2006, achieving recognition for outstanding client loyalty and sales success. Walter earned a Bachelor’s degree in Finance from Pace University - Lubin School of Business between 1992 and 1994.