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Michael Mcgrath Email & Phone Number

Financial Consultant at Fidelity Investments at Fidelity Investments
Location: Dallas-Fort Worth Metroplex, United States 3 work roles 1 school
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Current company
Fidelity Investments
Role
Financial Consultant at Fidelity Investments
Location
Dallas-Fort Worth Metroplex, United States
Company size
52767 employees

Who is Michael Mcgrath? Overview

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Michael Mcgrath is listed as Financial Consultant at Fidelity Investments at Fidelity Investments, a with 52767 employees, based in Dallas-Fort Worth Metroplex, United States. AeroLeads shows a matched LinkedIn profile for Michael Mcgrath.

Michael Mcgrath previously worked as Financial Consultant at Fidelity Investments and Private Client Advisor at Umpqua Private Bank. Michael Mcgrath holds Bachelor Of Arts (B.A.) from University Of San Francisco.

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Fidelity Investments

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Profile bio

About Michael Mcgrath

I help clients create durable lifelong financial plans. I believe that Financial Plans do not have to be complex to be successful and that with a plan and a process every investor can succeed. Experienced private client advisor with an extensive background working with high net worth clients to offer objective professional counsel.• Highly proficient financial management professional with proven success creating revenue, promoting asset growth and presenting fiduciary products.• Demonstrated ability to build and maintain professional relationships with high net worth clients. • Comprehensive knowledge regarding investment management, custom credit, insurance, estate and wealth planning. • FINRA Series 7 License• FINRA Series 66 license• Texas Insurance License # 2957302: Life, Variable Contracts, Accident & Health• California Insurance License # 0G44561: Life, Variable Contracts, Accident & Health

Current workplace

Michael Mcgrath's current company

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

Michael Mcgrath work experience

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Private Client Advisor

Wells Fargo

San Francisco

May 2006 - Oct 2013
Team & coworkers

Colleagues at Fidelity Investments

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

MB Michael Bozzi Michael Bozzi Colleague at Fidelity InvestmentsGreater Boston, United States View → DC Derek Chandler Derek Chandler Colleague at Fidelity InvestmentsDenver, Colorado, United States View → NA Nishant Agarwal Nishant Agarwal Colleague at Fidelity InvestmentsCary, North Carolina, United States View → MS Misty Smeltzer Misty Smeltzer Colleague at Fidelity InvestmentsRaleigh, North Carolina, United States View → TD Terry Derby Terry Derby Colleague at Fidelity InvestmentsCoppell, Texas, United States View → KF Kathleen Foley Kathleen Foley Colleague at Fidelity InvestmentsNorth Billerica, Massachusetts, United States View → PB Priyanka Bhargava Priyanka Bhargava Colleague at Fidelity InvestmentsGurgaon, Haryana, India View → MF Mark Francescone Mark Francescone Colleague at Fidelity InvestmentsGreater Boston, United States View → MV Michael Valeri Jr Michael Valeri Jr Colleague at Fidelity InvestmentsGreater Boston, United States View → DC Deirdre Cunningham Deirdre Cunningham Colleague at Fidelity InvestmentsMalden, Massachusetts, United States View →
1 education record

Michael Mcgrath education

FAQ

Frequently asked questions about Michael Mcgrath

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

What company does Michael Mcgrath work for?

Michael Mcgrath works for Fidelity Investments.

What is Michael Mcgrath's role at Fidelity Investments?

Michael Mcgrath is listed as Financial Consultant at Fidelity Investments at Fidelity Investments.

Where is Michael Mcgrath based?

Michael Mcgrath is based in Dallas-Fort Worth Metroplex, United States while working with Fidelity Investments.

What companies has Michael Mcgrath worked for?

Michael Mcgrath has worked for Fidelity Investments, Umpqua Private Bank, and Wells Fargo.

Who are Michael Mcgrath's colleagues at Fidelity Investments?

Michael Mcgrath's colleagues at Fidelity Investments include Michael Bozzi, Derek Chandler, Nishant Agarwal, Misty Smeltzer, and Terry Derby.

How can I contact Michael Mcgrath?

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

What schools did Michael Mcgrath attend?

Michael Mcgrath holds Bachelor Of Arts (B.A.) from University Of San Francisco.

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