AeroLeads people directory · profile

Marc A. Morrone, Cfp®, Aep® Email & Phone Number

💰💰💰UHNW wealth strategist at Fidelity Investments
Location: Denver, Colorado, United States 8 work roles 3 schools
2 work emails found @fidelity.com LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 100%

Contact Signals · 2 work emails

Work email m****@fidelity.com
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Fidelity Investments
Role
💰💰💰UHNW wealth strategist
Location
Denver, Colorado, United States
Company size
52767 employees

Who is Marc A. Morrone, Cfp®, Aep®? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Marc A. Morrone, Cfp®, Aep® is listed as 💰💰💰UHNW wealth strategist at Fidelity Investments, a with 52767 employees, based in Denver, Colorado, United States. AeroLeads shows a work email signal at fidelity.com and a matched LinkedIn profile for Marc A. Morrone, Cfp®, Aep®.

Marc A. Morrone, Cfp®, Aep® previously worked as Vice President, Advanced Planning at Fidelity Investments and Financial Consultant at Fidelity Investments. Marc A. Morrone, Cfp®, Aep® holds Master Of, Taxation from University Of Denver - Sturm College Of Law.

Company email context

Email format at Fidelity Investments

This section adds company-level context without repeating Marc A. Morrone, Cfp®, Aep®'s masked contact details.

*@fidelity.com
74% confidence

AeroLeads found 2 current-domain work email signals for Marc A. Morrone, Cfp®, Aep®. Compare company email patterns before reaching out.

View email format View company profile Management contacts
Profile bio

About Marc A. Morrone, Cfp®, Aep®

Empowering ultra-high-net-worth individuals and families to pursue their financial goals through personalized wealth strategies.

Listed skills include Investments, Wealth Management, Financial Services, Retirement Planning, and 6 others.

Current workplace

Marc A. Morrone, Cfp®, Aep®'s current company

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

Fidelity Investments
Fidelity Investments
💰💰💰UHNW wealth strategist
boston, massachusetts, united states
Website
fidelity.com
Employees
52767
AeroLeads page
Company profile
View company profile Email format
8 roles

Marc A. Morrone, Cfp®, Aep® work experience

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

Vice President, Advanced Planning

Current
Fidelity Investments

Denver, Colorado

Craft advanced wealth strategies for ultra-high-net-worth clients ($25M+)Collaborate with cross-functional teams to deliver comprehensive financial plansLead client presentations and educational seminarsAuthor thought leadership on complex wealth planning topicsConduct in-depth estate planning document reviewsDevelop and implement sophisticated wealth strategies, including tax, estate, and philanthropic planningOversee the creation and distribution of personalized wealth plansFacilitate client presentations and educational seminars for ultra-high-net-worth individuals and familiesCollaborate with cross-functional teams, including attorneys, tax advisors, and investment professionalsMentor junior team members

Oct 2015 - Present

Financial Consultant

Fidelity Investments

Paramus, Nj

Managed a $450 million portfolio of 350 high-net-worth clients, providing comprehensive financial planning and investment guidance.Grew client assets through strategic prospecting, community engagement, and leveraging client referrals.Exceeded business goals in asset acquisition, business development, and customer retention.Enhanced client relationships by proactively initiating contact, utilizing advanced financial planning techniques, and tailoring solutions to meet individual needs.Educated clients on complex financial products, trading platforms, and emerging technologies.Successfully executed outbound sales campaigns and conducted in-person consultations to foster strong client relationships.

Dec 2012 - Oct 2015

Wealth Advisor

Traphagen Financial Group

Wealth and Tax Advisor | Specializing in crafting tailored strategies to minimize tax burdens and optimize investment returns for high-net-worth individuals and corporate clients.

Dec 2005 - Dec 2012

Financial Consultant

Sands Brothers

New York, Ny

Mar 2002 - Aug 2003

Intern - State And Local Tax (Salt)

Kpmg

New York, Ny

May 2000 - Aug 2000
Team & coworkers

Colleagues at Fidelity Investments

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

LV Logan Valgardson Logan Valgardson Colleague at Fidelity InvestmentsProvo, Utah, United States View → CF Carl Falvey Carl Falvey Colleague at Fidelity InvestmentsProvidence, Rhode Island, United States View → AS Aniket Sinkar Aniket Sinkar Colleague at Fidelity InvestmentsCharlotte, North Carolina, United States View → DB Devin Bomba Devin Bomba Colleague at Fidelity InvestmentsSan Francisco, California, United States View → NK Nagendra Kumar J Nagendra Kumar J Colleague at Fidelity InvestmentsBengaluru, Karnataka, India View → RP Robert Penrod Robert Penrod Colleague at Fidelity InvestmentsPayson, Utah, United States View → DD Derrick D. Jacks Derrick D. Jacks Colleague at Fidelity InvestmentsRaleigh-Durham-Chapel Hill Area, United States View → PC Patrick Colburn Patrick Colburn Colleague at Fidelity InvestmentsNew Boston, New Hampshire, United States View → BR Bidhan Roy Bidhan Roy Colleague at Fidelity InvestmentsBengaluru, Karnataka, India View → SR Sanjana Ramesh Sanjana Ramesh Colleague at Fidelity InvestmentsAustin, Texas, United States View →
3 education records

Marc A. Morrone, Cfp®, Aep® education

Bachelor Of Science (Bs), Public Accounting

Fordham University

Activities and Societies: Varsity Football

Certificate In Financial Planning, Certificate In Financial Planning

Boston University
FAQ

Frequently asked questions about Marc A. Morrone, Cfp®, Aep®

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

What company does Marc A. Morrone, Cfp®, Aep® work for?

Marc A. Morrone, Cfp®, Aep® works for Fidelity Investments.

What is Marc A. Morrone, Cfp®, Aep®'s role at Fidelity Investments?

Marc A. Morrone, Cfp®, Aep® is listed as 💰💰💰UHNW wealth strategist at Fidelity Investments.

What is Marc A. Morrone, Cfp®, Aep®'s email address?

AeroLeads has found 2 work email signals at @fidelity.com for Marc A. Morrone, Cfp®, Aep® at Fidelity Investments.

Where is Marc A. Morrone, Cfp®, Aep® based?

Marc A. Morrone, Cfp®, Aep® is based in Denver, Colorado, United States while working with Fidelity Investments.

What companies has Marc A. Morrone, Cfp®, Aep® worked for?

Marc A. Morrone, Cfp®, Aep® has worked for Fidelity Investments, Traphagen Financial Group, Gmac Home Services, Gerson Lehrman Group, and Merrill Lynch.

Who are Marc A. Morrone, Cfp®, Aep®'s colleagues at Fidelity Investments?

Marc A. Morrone, Cfp®, Aep®'s colleagues at Fidelity Investments include Logan Valgardson, Carl Falvey, Aniket Sinkar, Devin Bomba, and Nagendra Kumar J.

How can I contact Marc A. Morrone, Cfp®, Aep®?

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

What schools did Marc A. Morrone, Cfp®, Aep® attend?

Marc A. Morrone, Cfp®, Aep® holds Master Of, Taxation from University Of Denver - Sturm College Of Law.

What skills is Marc A. Morrone, Cfp®, Aep® known for?

Marc A. Morrone, Cfp®, Aep® is listed with skills including Investments, Wealth Management, Financial Services, Retirement Planning, Asset Allocation, Portfolio Management, Finance, and Financial Advisory.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.