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Ben Morgridge Email & Phone Number
Workplace Planning Consultant II
at
Fidelity Investments
LinkedIn matched
✓ Verified Jul 2026
3 data sources
Profile completeness 86%
Current company
Role
Workplace Planning Consultant II
Location
Highland, Michigan, United States
Company size
Who is Ben Morgridge? Overview
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Quick answer
Ben Morgridge is listed as Workplace Planning Consultant II at Fidelity Investments, a with 4 employees, based in Highland, Michigan, United States. AeroLeads shows a matched LinkedIn profile for Ben Morgridge.
Ben Morgridge previously worked as Workplace Planning Associate at Fidelity Investments and Client Service Associate at Darden Wealth Group. Ben Morgridge holds Bachelor'S Degree, Economics from University Of Michigan.
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Fidelity Investments
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Profile bio
About Ben Morgridge
Ben Morgridge is a Workplace Planning Consultant II at Fidelity Investments.
Current workplace
Ben Morgridge's current company
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Fidelity Investments
6 roles
Ben Morgridge work experience
A career timeline built from the work history available for this profile.
Workplace Planning Associate
Client Service Associate
Branch Network Intern
May 2024 - Aug 2024
Branch Office Administrator (On Call)
• Conducted market research to keep the financial advisor informed about recent happenings.• Daily tasks included preparing documents, scheduling client meetings, monitoring portfolios, transferring assets, and handling client questions.• Placed trades and opened/closed accounts under the supervision of the financial advisor.
Mar 2023 - Aug 2023
Team Leader Of Sales Representatives
• Led company in sales out of 60+ representatives and 14 locations for the month of August.• Sold over 120 monthly memberships and built consistent clientele while maintaining client load.• Led goal-oriented sales team to hit monthly targets with product recommendations and strategic sales.
Jun 2022 - Oct 2022
Team & coworkers
Colleagues at Fidelity Investments
Other employees you can reach at dardenwealth.com. View company contacts for 4 employees →
1 education record
Ben Morgridge education
FAQ
Frequently asked questions about Ben Morgridge
Quick answers generated from the profile data available on this page.
What company does Ben Morgridge work for?
Ben Morgridge works for Fidelity Investments.
What is Ben Morgridge's role at Fidelity Investments?
Ben Morgridge is listed as Workplace Planning Consultant II at Fidelity Investments.
Where is Ben Morgridge based?
Ben Morgridge is based in Highland, Michigan, United States while working with Fidelity Investments.
What companies has Ben Morgridge worked for?
Ben Morgridge has worked for Fidelity Investments, Darden Wealth Group, Charles Schwab, Edward Jones, and Jax Kar Wash.
Who are Ben Morgridge's colleagues at Fidelity Investments?
Ben Morgridge's colleagues at Fidelity Investments include David Mcneely, Cfa, Mark Minder, and Andrea Darden, Aams.
How can I contact Ben Morgridge?
You can use AeroLeads to view verified contact signals for Ben Morgridge at Fidelity Investments, including work email, phone, and LinkedIn data when available.
What schools did Ben Morgridge attend?
Ben Morgridge holds Bachelor'S Degree, Economics from University Of Michigan.
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