Lance K Wilson
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Lance K Wilson Email & Phone Number

Vice President Wealth Planner at Fidelity Investments
Location: Greensboro, North Carolina, United States 4 work roles 1 school
1 work email found @fidelity.com LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email l****@fidelity.com
LinkedIn Profile matched
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Current company
Fidelity Investments
Role
Vice President Wealth Planner
Location
Greensboro, North Carolina, United States
Company size
52767 employees

Who is Lance K Wilson? Overview

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Quick answer

Lance K Wilson is listed as Vice President Wealth Planner at Fidelity Investments, a with 52767 employees, based in Greensboro, North Carolina, United States. AeroLeads shows a work email signal at fidelity.com and a matched LinkedIn profile for Lance K Wilson.

Lance K Wilson previously worked as Financial Consultant at Fidelity Investments and Vice President at Suntrust. Lance K Wilson holds Bachelor Of Arts (B.A.), Economics & Management from Ohio Wesleyan University.

Company email context

Email format at Fidelity Investments

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*@fidelity.com
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AeroLeads found 1 current-domain work email signal for Lance K Wilson. Compare company email patterns before reaching out.

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Profile bio

About Lance K Wilson

Lance K Wilson is a Vice President Wealth Planner at Fidelity Investments. He possess expertise in series 63, series 7, series 65, series 9, series and 18 more skills.

Listed skills include Series 63, Series 7, Series 65, Series 9, and 19 others.

Current workplace

Lance K Wilson's current company

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

Fidelity Investments
Fidelity Investments
Vice President Wealth Planner
boston, massachusetts, united states
Website
fidelity.com
Employees
52767
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Company profile
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4 roles · 33 years

Lance K Wilson work experience

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

Vice President Wealth Planner

Current
Fidelity Investments

Greensboro, North Carolina

May 2018 - Present

Vice President

Suntrust

South Eastern United States

May 2011 - Apr 2017

Vice President

First Union- Wachovia- Wells Fargo Wealth Management

Supervised team in 6 branch complex of sales, operations and licensed employees. Prepared and delivered training programs for all branch employees. Analyzed trades and plans to guarantee compliance and accuracy. Served as advisor to local board of directors. Partnered with commercial, business lending and trust/insurance divisions to create cross-selling options and launch best practices.

1994 - 2011 ~17 yrs
Team & coworkers

Colleagues at Fidelity Investments

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

JG Jack Groom Jack Groom Colleague at Fidelity InvestmentsDenver, Colorado, United States View → CP Catherine Parent-Dufault, Mba Catherine Parent-Dufault, Mba Colleague at Fidelity InvestmentsLaval, Quebec, Canada View → JD Jermaine D. Edwards, Cfp® Jermaine D. Edwards, Cfp® Colleague at Fidelity InvestmentsCenter Valley, Pennsylvania, United States View → RH Rodney Heckman Rodney Heckman Colleague at Fidelity InvestmentsSachse, Texas, United States View → JB Jeanette Brockman Jeanette Brockman Colleague at Fidelity InvestmentsAlexandria, Kentucky, United States View → YV Yuvaraj Vivekanandan Yuvaraj Vivekanandan Colleague at Fidelity InvestmentsApex, North Carolina, United States View → SM Scott Marshall Scott Marshall Colleague at Fidelity InvestmentsGreater Chicago Area, United States View → CR Cristina Riendeau Cristina Riendeau Colleague at Fidelity InvestmentsProvidence County, Rhode Island, United States View → AR Alan Riggs, Phr Alan Riggs, Phr Colleague at Fidelity InvestmentsRaleigh, North Carolina, United States View → MZ Mark Zuliani Mark Zuliani Colleague at Fidelity InvestmentsUnited States View →
1 education record

Lance K Wilson education

FAQ

Frequently asked questions about Lance K Wilson

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

What company does Lance K Wilson work for?

Lance K Wilson works for Fidelity Investments.

What is Lance K Wilson's role at Fidelity Investments?

Lance K Wilson is listed as Vice President Wealth Planner at Fidelity Investments.

What is Lance K Wilson's email address?

AeroLeads has found 1 work email signal at @fidelity.com for Lance K Wilson at Fidelity Investments.

Where is Lance K Wilson based?

Lance K Wilson is based in Greensboro, North Carolina, United States while working with Fidelity Investments.

What companies has Lance K Wilson worked for?

Lance K Wilson has worked for Fidelity Investments, Suntrust, and First Union- Wachovia- Wells Fargo Wealth Management.

Who are Lance K Wilson's colleagues at Fidelity Investments?

Lance K Wilson's colleagues at Fidelity Investments include Jack Groom, Catherine Parent-Dufault, Mba, Jermaine D. Edwards, Cfp®, Rodney Heckman, and Jeanette Brockman.

How can I contact Lance K Wilson?

You can use AeroLeads to view verified contact signals for Lance K Wilson at Fidelity Investments, including work email, phone, and LinkedIn data when available.

What schools did Lance K Wilson attend?

Lance K Wilson holds Bachelor Of Arts (B.A.), Economics & Management from Ohio Wesleyan University.

What skills is Lance K Wilson known for?

Lance K Wilson is listed with skills including Series 63, Series 7, Series 65, Series 9, Series, Financial And Market Analysis, Investment Portfolio Management, and Revenue Production.

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