Adam Metcalf

Adam Metcalf Email and Phone Number

Manager, Client Services @ Fidelity Investments
Adam Metcalf's Location
Salt Lake City Metropolitan Area, United States, United States
Adam Metcalf's Contact Details

Adam Metcalf work email

Adam Metcalf personal email

n/a
About Adam Metcalf

I am a fully licensed and persuasive financial advisor focused on bringing new clientele to established and emerging Investment advisor firms. Through personal interaction I seek to develop a financial plan that is tailored to each individuals needs and goals. By a unique planning process I have helped educate several young professionals in setting up a plan of action to help them reach their retirement goals. Keeping up with current products and market strategies I am ready to help anyone reach their desired financial goals.

Adam Metcalf's Current Company Details
Fidelity Investments

Fidelity Investments

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Manager, Client Services
Website:
fidelity.com
Employees:
10
Company email:
Johrenk7@gmail.com
Adam Metcalf Work Experience Details
  • Fidelity Investments
    Client Services Manager
    Fidelity Investments Nov 2024 - Present
    Boston, Ma, Us
    View
  • Fidelity Investments
    Participant Services Manager
    Fidelity Investments Jul 2022 - Present
    Boston, Ma, Us
    View
  • Fidelity Investments
    Workplace Planning And Advice Onboarding Team Leader
    Fidelity Investments Apr 2022 - Aug 2022
    Boston, Ma, Us
    As a Workplace Investment Onboarding Team Leader I focus on finding new professionals looking to join fidelity in an advisory function on our 401k team. I help them learn the in's and out's of fidelity as well as get their S7 and S66 licenses.
    View
  • Fidelity Investments
    Licensing Coach
    Fidelity Investments May 2021 - Apr 2022
    Boston, Ma, Us
    Assist in teaching S7, S63 &S66 material to the companies new financial representatives.
    View
  • Fidelity Investments
    Workplace Planning Consultant
    Fidelity Investments Nov 2020 - May 2021
    Boston, Ma, Us
    Helped new and existing 401k holders establish well designed plans to help them reach their retirement goals
    View

Adam Metcalf Skills

Boy Scouts Microsoft Office Customer Service Leadership

Adam Metcalf Education Details

  • Utah Valley University
    Utah Valley University
    Bachelor Of Business Administration - Bba

Frequently Asked Questions about Adam Metcalf

What company does Adam Metcalf work for?

Adam Metcalf works for Fidelity Investments

What is Adam Metcalf's role at the current company?

Adam Metcalf's current role is Manager, Client Services.

What is Adam Metcalf's email address?

Adam Metcalf's email address is ad****@****fmr.com

What schools did Adam Metcalf attend?

Adam Metcalf attended Utah Valley University.

What skills is Adam Metcalf known for?

Adam Metcalf has skills like Boy Scouts, Microsoft Office, Customer Service, Leadership.

Who are Adam Metcalf's colleagues?

Adam Metcalf's colleagues are Alexandria C., Michele Record, Deepika Nagori, Ryan Clark, Corie Lusch, Amanda Goble, Priyanka Bhargava.

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