High Net Worth Service Associate
Current
Dec 2023 - Present
AeroLeads people directory · profile
Lucy Phillips Email & Phone Number
High Net Worth Service Associate with Fidelity Investments
at
Fidelity Investments
1 work email found
@elevate.com
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 86%
Current company
Role
High Net Worth Service Associate with Fidelity Investments
Location
Indianapolis, Indiana, United States
Company size
Who is Lucy Phillips? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Lucy Phillips is listed as High Net Worth Service Associate with Fidelity Investments at Fidelity Investments, a with 52767 employees, based in Indianapolis, Indiana, United States. AeroLeads shows a work email signal at elevate.com and a matched LinkedIn profile for Lucy Phillips.
Lucy Phillips previously worked as High Net Worth Service Associate at Fidelity Investments and Investment Advisor Representative at Prudential Financial. Lucy Phillips holds Bachelor Of Science In Commerce And Business Administration, Economics And English, 4.0 from The University Of Alabama.
Company email context
Email format at Fidelity Investments
This section adds company-level context without repeating Lucy Phillips's masked contact details.
{first_initial}{last}@elevate.com
86% confidence
AeroLeads found 1 current-domain work email signal for Lucy Phillips. Compare company email patterns before reaching out.
Profile bio
About Lucy Phillips
Lucy Phillips is a High Net Worth Service Associate with Fidelity Investments at Fidelity Investments.
Current workplace
Lucy Phillips's current company
Company context helps verify the profile and gives searchers a useful next step.
Fidelity Investments
7 roles
Lucy Phillips work experience
A career timeline built from the work history available for this profile.
Investment Advisor Representative
Feb 2023 - Dec 2023
Writing Center Tutor
Worked one-on-one with students to help them improve their writing, draft emails and applications, and revise papers.Utilized efficient time management and became proficient in developing interpersonal relationships quickly to make the mostof the client's time and provide them with the highest caliber of help.Worked as a front desk administrative assistant when not working as a tutor
Jan 2022 - Dec 2022
Contributing Writer
Interviewed upwards of 3 individuals per article in order to draft, revise, and publish biweekly articles centered on current events and/or campus news
Aug 2021 - May 2022
Director Of Tile
Facilitated contact with school administration of 3 elementary schools to organize program implementation.Developed basic language curriculum in Spanish and French for elementary education.
Mar 2020 - Mar 2021
Director General
Oversaw the hiring and operation of over 30 employees and volunteers.Supervised the writing of extensive research documents for use by conference participants, then copyedited said documents.Facilitated service and leadership of more than 150 conference participants, as well as hosted feedback sessions and implemented changes based on participant feedback.
Mar 2020 - Mar 2021
Product Development Intern
Worked collaboratively with departmental teams to develop new and existing products for the company such as extending access to products to new states and building a new line of credit product option, utilizing the scrum management framework.Assisted several departments including User Experience design, Customer Service, Marketing, and the Legal department.Completed and presented individual market research project.
Apr 2020 - Aug 2020
Team & coworkers
Colleagues at Fidelity Investments
Other employees you can reach at fidelity.com. View company contacts for 52767 employees →
YR
Yogendra Reddy
Colleague at Fidelity InvestmentsJersey City, New Jersey, United States
View →
FL
Francis Li
Colleague at Fidelity InvestmentsBoston, Massachusetts, United States
View →
HF
Helen Fox
Colleague at Fidelity InvestmentsSpokane, Washington, United States
View →
VV
Victoria Vivian Valdez, Mba
Colleague at Fidelity InvestmentsCrowley, Texas, United States
View →
JG
Jack Giuliotti
Colleague at Fidelity InvestmentsGreater Boston, United States
View →
MM
Matthew Marcotte
Colleague at Fidelity InvestmentsGreater Boston, United States
View →
CO
Cedric Okogbodu
Colleague at Fidelity InvestmentsDallas, Texas, United States
View →
DN
Daveen N.
Colleague at Fidelity InvestmentsBengaluru, Karnataka, India
View →
BM
Blake Martin
Colleague at Fidelity InvestmentsPleasant Grove, Utah, United States
View →
BP
Bridget Pucel, Cfp®
Colleague at Fidelity InvestmentsMilwaukee, Wisconsin, United States
View →
Yogendra Reddy
Colleague at Fidelity InvestmentsJersey City, New Jersey, United States
View →
FL
Francis Li
Colleague at Fidelity InvestmentsBoston, Massachusetts, United States
View →
HF
Helen Fox
Colleague at Fidelity InvestmentsSpokane, Washington, United States
View →
VV
Victoria Vivian Valdez, Mba
Colleague at Fidelity InvestmentsCrowley, Texas, United States
View →
JG
Jack Giuliotti
Colleague at Fidelity InvestmentsGreater Boston, United States
View →
MM
Matthew Marcotte
Colleague at Fidelity InvestmentsGreater Boston, United States
View →
CO
Cedric Okogbodu
Colleague at Fidelity InvestmentsDallas, Texas, United States
View →
DN
Daveen N.
Colleague at Fidelity InvestmentsBengaluru, Karnataka, India
View →
BM
Blake Martin
Colleague at Fidelity InvestmentsPleasant Grove, Utah, United States
View →
BP
Bridget Pucel, Cfp®
Colleague at Fidelity InvestmentsMilwaukee, Wisconsin, United States
View →
1 education record
Lucy Phillips education
FAQ
Frequently asked questions about Lucy Phillips
Quick answers generated from the profile data available on this page.
What company does Lucy Phillips work for?
Lucy Phillips works for Fidelity Investments.
What is Lucy Phillips's role at Fidelity Investments?
Lucy Phillips is listed as High Net Worth Service Associate with Fidelity Investments at Fidelity Investments.
What is Lucy Phillips's email address?
AeroLeads has found 1 work email signal at @elevate.com for Lucy Phillips at Fidelity Investments.
Where is Lucy Phillips based?
Lucy Phillips is based in Indianapolis, Indiana, United States while working with Fidelity Investments.
What companies has Lucy Phillips worked for?
Lucy Phillips has worked for Fidelity Investments, Prudential Financial, The University Of Alabama, The Crimson White, and Alabama International Relations Club.
Who are Lucy Phillips's colleagues at Fidelity Investments?
Lucy Phillips's colleagues at Fidelity Investments include Yogendra Reddy, Francis Li, Helen Fox, Victoria Vivian Valdez, Mba, and Jack Giuliotti.
How can I contact Lucy Phillips?
You can use AeroLeads to view verified contact signals for Lucy Phillips at Fidelity Investments, including work email, phone, and LinkedIn data when available.
What schools did Lucy Phillips attend?
Lucy Phillips holds Bachelor Of Science In Commerce And Business Administration, Economics And English, 4.0 from The University Of Alabama.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trialPeople with similar names
Check these profiles if this is not the Lucy Phillips you were looking for.
View similar profiles
