John Bundy Email and Phone Number

Branch team member responsible for fostering client relationships and finding opportunities to deepen the relationship in meaningful ways. Keep the Financial Consultants organized and ensure the daily work is carried out with the client’s needs top of mind.

Make a key impact on the branch culture by partnering with associates to help clients reach their goals. Provide Fidelity’s best-in-class experience for clients throughout their visit inspiring their dedication and engagement in order to develop and maintain long-lasting positive relationships. Contribute to branch success by providing a warm and welcoming environment upon client arrivals, helping them with service interactions and identifying planning and advice opportunities through those interactions. Set the tone so that visiting customers feel that the Investor Center is accessible and is a place where they can ask questions and get appropriate solutions.