Meg Yoder, Cfp®
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Meg Yoder, Cfp® Email & Phone Number

Financial Consultant at Fidelity Investments at Fidelity Investments
Location: Bethesda, Maryland, United States 8 work roles 2 schools
1 work email found @fidelity.com LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email m****@fidelity.com
LinkedIn Profile matched
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Current company
Fidelity Investments
Role
Financial Consultant at Fidelity Investments
Location
Bethesda, Maryland, United States
Company size
52767 employees

Who is Meg Yoder, Cfp®? Overview

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Quick answer

Meg Yoder, Cfp® is listed as Financial Consultant at Fidelity Investments at Fidelity Investments, a with 52767 employees, based in Bethesda, Maryland, United States. AeroLeads shows a work email signal at fidelity.com and a matched LinkedIn profile for Meg Yoder, Cfp®.

Meg Yoder, Cfp® previously worked as Financial Consultant at Fidelity Investments and Associate Financial Consultant, Schwab Potomac at Charles Schwab. Meg Yoder, Cfp® holds Undergraduate, Communication And Media Studies from California State University-Long Beach.

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 Meg Yoder, Cfp®. Compare company email patterns before reaching out.

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Profile bio

About Meg Yoder, Cfp®

Experienced Financial Representative with a demonstrated history of working to engage clients in the financial services industry. Skilled in sales, wealth strategies, financial planning, and consultative advise. Strong, business minded professional with an undergraduate degree in Communication and Media Studies from California State University-Long Beach.

Listed skills include Customer Service, Microsoft Office, Event Management, Marketing, and 17 others.

Current workplace

Meg Yoder, Cfp®'s current company

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

Fidelity Investments
Fidelity Investments
Financial Consultant at Fidelity Investments
boston, massachusetts, united states
Website
fidelity.com
Employees
52767
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Company profile
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8 roles

Meg Yoder, Cfp® work experience

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

Financial Consultant

Current
Fidelity Investments

Bethesda, Maryland, United States

Jun 2020 - Present

Associate Financial Consultant, Schwab Potomac

Charles Schwab

Potomac, Md

May 2019 - Jun 2020

Investor Development Representative

Charles Schwab

Denver, Co

Aug 2018 - Apr 2019

High Net Worth Specialist

Charles Schwab

Denver, Colorado

May 2018 - Jul 2018

Financial Services Representative

Charles Schwab

Lone Tree, Co

Financial Consultant Academy Series 7 LicensedSeries 66 Licensed

Feb 2017 - May 2018

Financial Coordinator

Active Chiropractic

Millersburg, Oh

Restructure of job responsibilities resulting in an increase of profits by 19% from Jan. 2013-Jan. 2014Insurance claim turn around reduced from 2-3 months to 2-4 weeksResolve claim disputes dating back as early as 2012 contributing to profit increaseNegotiate with insurance companies for medical and personal injury claimsManage all patient accounts including balances, credits, and records

Oct 2013 - Jan 2017

Nordstrom At Home

Nordstrom

South Coast Plaza, Store 32

Developed lasting relationships with customers to provide for their specific needsConsistently met daily/weekly sales goals set Practiced strategic visual merchandising to achieve highest level of shop-abilityConsulted in department layout and design

May 2012 - Nov 2012

Accounts Manager Ar

Blueray Management, Llc.

Laguna Beach, Ca

Managed minimum of 15-20 people: lifeguards, swim instructors, and swim coachesSupervised all aquatic events: swim meets, day to day activities, and large scale eventsCreated staff schedules and conducted staff meetingsOrganized recreation registration for community activities: swimming, summer camp, sports lessons, and fitness classes

Jan 2008 - Sep 2011
Team & coworkers

Colleagues at Fidelity Investments

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

JH Joshua Hernandez Joshua Hernandez Colleague at Fidelity InvestmentsJacksonville, Florida, United States View → JR Jamie Reynolds Jamie Reynolds Colleague at Fidelity InvestmentsSan Juan Capistrano, California, United States View → DJ David, Jr Beimesch David, Jr Beimesch Colleague at Fidelity InvestmentsTulsa, Oklahoma, United States View → TD Tim Dunn, Cfa® Cfp® Tim Dunn, Cfa® Cfp® Colleague at Fidelity InvestmentsGreater Boston, United States View → JP Johnna Padvaiskas Johnna Padvaiskas Colleague at Fidelity InvestmentsKeene, New Hampshire, United States View → KM Kalkidan Melaku H. Kalkidan Melaku H. Colleague at Fidelity InvestmentsDurham, North Carolina, United States View → TS Tharuni Subramaniyam Tharuni Subramaniyam Colleague at Fidelity InvestmentsUnited States View → EF Eric French, Crm Eric French, Crm Colleague at Fidelity InvestmentsHebron, Kentucky, United States View → SK Sathish Kumar Balakrishnan Sathish Kumar Balakrishnan Colleague at Fidelity InvestmentsRaleigh-Durham-Chapel Hill Area, United States View → CW Corey Winton Corey Winton Colleague at Fidelity InvestmentsHolly Springs, North Carolina, United States View →
2 education records

Meg Yoder, Cfp® education

FAQ

Frequently asked questions about Meg Yoder, Cfp®

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

What company does Meg Yoder, Cfp® work for?

Meg Yoder, Cfp® works for Fidelity Investments.

What is Meg Yoder, Cfp®'s role at Fidelity Investments?

Meg Yoder, Cfp® is listed as Financial Consultant at Fidelity Investments at Fidelity Investments.

What is Meg Yoder, Cfp®'s email address?

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

Where is Meg Yoder, Cfp® based?

Meg Yoder, Cfp® is based in Bethesda, Maryland, United States while working with Fidelity Investments.

What companies has Meg Yoder, Cfp® worked for?

Meg Yoder, Cfp® has worked for Fidelity Investments, Charles Schwab, Active Chiropractic, Nordstrom, and Blueray Management, Llc..

Who are Meg Yoder, Cfp®'s colleagues at Fidelity Investments?

Meg Yoder, Cfp®'s colleagues at Fidelity Investments include Joshua Hernandez, Jamie Reynolds, David, Jr Beimesch, Tim Dunn, Cfa® Cfp®, and Johnna Padvaiskas.

How can I contact Meg Yoder, Cfp®?

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

What schools did Meg Yoder, Cfp® attend?

Meg Yoder, Cfp® holds Undergraduate, Communication And Media Studies from California State University-Long Beach.

What skills is Meg Yoder, Cfp® known for?

Meg Yoder, Cfp® is listed with skills including Customer Service, Microsoft Office, Event Management, Marketing, Sales, Event Planning, Microsoft Word, and Retail.

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