AeroLeads people directory · profile
Michael Ray Email & Phone Number
Workplace Planning Associate
at
Fidelity Investments
LinkedIn matched
✓ Verified May 2026
3 data sources
Profile completeness 86%
Current company
Role
Workplace Planning Associate
Location
St Augustine, Florida, United States
Who is Michael Ray? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Michael Ray is listed as Workplace Planning Associate at Fidelity Investments, based in St Augustine, Florida, United States. AeroLeads shows a matched LinkedIn profile for Michael Ray.
Michael Ray previously worked as Financial Planning Extern at Amplified Planning and Customer Relationship Advocate Intern at Fidelity Investments. Michael Ray holds Bachelor Of Business Administration - Bba, Finance, 3.95/4.00 from University Of North Florida - Coggin College Of Business.
Company email context
Email format at Fidelity Investments
This section adds company-level context without repeating Michael Ray's masked contact details.
Fidelity Investments
Review company-level records connected to Michael Ray before choosing the right outreach path.
Profile bio
About Michael Ray
Dedicated and goal-oriented student with a passion for Wealth Management. Currently double majoring in Finance and Financial Planning at the University of North Florida's Coggin College of Business. Committed to academic excellence, I prioritize my goals and strive to overcome obstacles to achieve success. With a strong desire to serve others and ensure their financial well-being, I aim to obtain my CFP (Certified Financial Planner) certification post-graduation. Eager to apply my knowledge and skills to make a meaningful impact in the world. Lastly, my greatest motivation lies in the realm of financial planning and the profound impact it can have on individuals' lives. I am driven by the opportunity to build lasting relationships with clients, guiding them through their financial journeys, and ultimately providing them with peace of mind and financial security.
Current workplace
Michael Ray's current company
Company context helps verify the profile and gives searchers a useful next step.
4 roles
Michael Ray work experience
A career timeline built from the work history available for this profile.
Financial Planning Extern
The ExternshipSupervisor: Hannah Moore, CFP®-Gained hands-on experience in the main areas of financial planning: cash-flow planning, investment planning, retirement planning college and student loan planning, insurance planning, estate planning, and tax planning-Watched real client meetings, conducted financial analyses, and developed client deliverables.
May 2024 - Jul 2024
Customer Relationship Advocate Intern
- Worked in the Personal Investing unit at Fidelity. This unit provides financial planning, guidance, and educational materials aimed at assisting investors in achieving their financial objectives.
- Helped clients with account maintenance while providing account information to their IRA and Brokerage accounts.
- Leveraged Sales Force to improve customer experience while effectively communicating across different business units.
- Led a Capstone Project about "Financial Literacy and Attracting Younger Investors" and presented it to Mid and Senior-level managers across business units.
- Networked with multiple leaders and associates across different channels at Fidelity
Jun 2023 - Aug 2023
Team Lead Manager
During this time, I was in charge of overseeing certain operations of the store while managing and training newly hired team members. (High school and College Job)
Jun 2022 - Dec 2022
3 education records
Michael Ray education
Bachelor Of Business Administration - Bba, Finance, 3.95/4.00
Bachelor Of Business Administration - Bba, Financial Planning, 3.95/4.00
High School Diploma, 4.2/5.0
FAQ
Frequently asked questions about Michael Ray
Quick answers generated from the profile data available on this page.
What company does Michael Ray work for?
Michael Ray works for Fidelity Investments.
What is Michael Ray's role at Fidelity Investments?
Michael Ray is listed as Workplace Planning Associate at Fidelity Investments.
Where is Michael Ray based?
Michael Ray is based in St Augustine, Florida, United States while working with Fidelity Investments.
What companies has Michael Ray worked for?
Michael Ray has worked for Fidelity Investments, Amplified Planning, and Tractor Supply Company.
How can I contact Michael Ray?
You can use AeroLeads to view verified contact signals for Michael Ray at Fidelity Investments, including work email, phone, and LinkedIn data when available.
What schools did Michael Ray attend?
Michael Ray holds Bachelor Of Business Administration - Bba, Finance, 3.95/4.00 from University Of North Florida - Coggin College Of Business.
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 Michael Ray you were looking for.
View similar profiles
