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Edward Grimm, Cfp® Email & Phone Number

VP National Investor Center Market Leader at Fidelity Investments
Location: Salt Lake City Metropolitan Area, United States, United States 11 work roles 2 schools
1 work email found @fidelity.com 2 phones found area 801 LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 2 phones

Work email e****@fidelity.com
Direct phone (801) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Fidelity Investments
Role
VP National Investor Center Market Leader
Location
Salt Lake City Metropolitan Area, United States, United States
Company size
52767 employees

Who is Edward Grimm, Cfp®? Overview

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Quick answer

Edward Grimm, Cfp® is listed as VP National Investor Center Market Leader at Fidelity Investments, a company with 52767 employees, based in Salt Lake City Metropolitan Area, United States, United States. AeroLeads shows a work email signal at fidelity.com, phone signal with area code 801, and a matched LinkedIn profile for Edward Grimm, Cfp®.

Edward Grimm, Cfp® previously worked as Team Leader, Financial Consultants at Fidelity Investments and Team Leader - Portfolio Advisory Services at Fidelity Investments. Edward Grimm, Cfp® holds Master Of Business Administration - Mba, Business Administration And Management, General from University Of Utah.

Company email context

Email format at Fidelity Investments

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*@fidelity.com
71% confidence

AeroLeads found 1 current-domain work email signal for Edward Grimm, Cfp®. Compare company email patterns before reaching out.

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Profile bio

About Edward Grimm, Cfp®

Experienced leader, coach and financial planner.

Listed skills include Investments, Sales, Customer Service, Financial Services, and 29 others.

Current workplace

Edward Grimm, Cfp®'s current company

Company context helps verify the profile and gives searchers a useful next step.

Fidelity Investments
Fidelity Investments
VP National Investor Center Market Leader
boston, massachusetts, united states
Website
fidelity.com
Employees
52767
AeroLeads page
Company profile
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11 roles

Edward Grimm, Cfp® work experience

A career timeline built from the work history available for this profile.

Vp National Investor Center Market Leader

Current
Fidelity Investments

Salt Lake City, Utah, United States

Oct 2022 - Present

Team Leader, Financial Consultants

Fidelity Investments

Salt Lake City, Utah, United States

Oct 2020 - Oct 2022

Team Leader - Portfolio Advisory Services

Fidelity Investments

Greater Salt Lake City Area

Oct 2018 - Oct 2020

Financial Consultant

Fidelity Investments

Greater Salt Lake City Area

Managing the relationships of mass affluent and high net worth clients as their primary point-of-contact for financial planning and guidance needs.

Nov 2016 - Nov 2018
Team & coworkers

Colleagues at Fidelity Investments

Other employees you can reach at fidelity.com. View company contacts for 52767 employees →

CS Cameron S. Cameron S. Colleague at Fidelity InvestmentsUnited States, United States View → JP James P. James P. Colleague at Fidelity InvestmentsMerrimack, New Hampshire, United States, United States View → CO Caitlin O'Hanley Caitlin O'Hanley Colleague at Fidelity InvestmentsMiddletown, Rhode Island, United States, United States View → BD Brett Dley Brett Dley Colleague at Fidelity InvestmentsToronto, Ontario, Canada, Canada View → CS Christopher Spellman Christopher Spellman Colleague at Fidelity InvestmentsPembroke, Massachusetts, United States, United States View → MA Mounika A. Mounika A. Colleague at Fidelity InvestmentsNew York City Metropolitan Area, United States View → SK Survi Kumari Survi Kumari Colleague at Fidelity InvestmentsBengaluru, Karnataka, India, India View → BD Brian Dyl Brian Dyl Colleague at Fidelity InvestmentsProvidence County, Rhode Island, United States, United States View → TS Tammy Sadowski, Cfp® Tammy Sadowski, Cfp® Colleague at Fidelity InvestmentsGreater Tampa Bay Area, United States View → AS Allan Skidmore Allan Skidmore Colleague at Fidelity InvestmentsFort Thomas, Kentucky, United States, United States View →
2 education records

Edward Grimm, Cfp® education

Master Of Business Administration - Mba, Business Administration And Management, General

University Of Utah
FAQ

Frequently asked questions about Edward Grimm, Cfp®

Quick answers generated from the profile data available on this page.

What company does Edward Grimm, Cfp® work for?

Edward Grimm, Cfp® works for Fidelity Investments.

What is Edward Grimm, Cfp®'s role at Fidelity Investments?

Edward Grimm, Cfp® is listed as VP National Investor Center Market Leader at Fidelity Investments.

What is Edward Grimm, Cfp®'s email address?

AeroLeads has found 1 work email signal at @fidelity.com for Edward Grimm, Cfp® at Fidelity Investments.

What is Edward Grimm, Cfp®'s phone number?

AeroLeads has found 2 phone signal(s) with area code 801 for Edward Grimm, Cfp® at Fidelity Investments.

Where is Edward Grimm, Cfp® based?

Edward Grimm, Cfp® is based in Salt Lake City Metropolitan Area, United States, United States while working with Fidelity Investments.

What companies has Edward Grimm, Cfp® worked for?

Edward Grimm, Cfp® has worked for Fidelity Investments, Sentinel Security Life Insurance Co., and New York Life Insurance Company.

Who are Edward Grimm, Cfp®'s colleagues at Fidelity Investments?

Edward Grimm, Cfp®'s colleagues at Fidelity Investments include Cameron S., James P., Caitlin O'Hanley, Brett Dley, and Christopher Spellman.

How can I contact Edward Grimm, Cfp®?

You can use AeroLeads to view verified contact signals for Edward Grimm, Cfp® at Fidelity Investments, including work email, phone, and LinkedIn data when available.

What schools did Edward Grimm, Cfp® attend?

Edward Grimm, Cfp® holds Master Of Business Administration - Mba, Business Administration And Management, General from University Of Utah.

What skills is Edward Grimm, Cfp® known for?

Edward Grimm, Cfp® is listed with skills including Investments, Sales, Customer Service, Financial Services, Insurance, Leadership, New Business Development, and Marketing Strategy.

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