Vp, Wealth Planner
Current
May 2018 - Present
AeroLeads people directory · profile
Tom Boardman, Cfp® Email & Phone Number
VP, Wealth Planner at Fidelity Investments
at
Fidelity Investments
LinkedIn matched
✓ Verified Jun 2026
3 data sources
Profile completeness 100%
Current company
Role
VP, Wealth Planner at Fidelity Investments
Location
Framingham, Massachusetts, United States
Company size
Who is Tom Boardman, Cfp®? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Tom Boardman, Cfp® is listed as VP, Wealth Planner at Fidelity Investments at Fidelity Investments, a company with 52767 employees, based in Framingham, Massachusetts, United States. AeroLeads shows a matched LinkedIn profile for Tom Boardman, Cfp®.
Tom Boardman, Cfp® previously worked as VP, Wealth Planner at Fidelity Investments and Financial Consultant at Fidelity Investments. Tom Boardman, Cfp® holds Bachelor Of Science, Business Administration; Management from University Of Rhode Island.
Company email context
Email format at Fidelity Investments
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Fidelity Investments
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Profile bio
About Tom Boardman, Cfp®
EXECUTIVE SUMMARYAccomplished Financial Services Professional. Experience working with clients to develop, implement, and monitor financial plans. High integrity leader with a strong blend of communication, presentation, and teambuilding skills. Proven record of achievement, providing solutions, and improving customer satisfaction.Licenses: Series 6, 7, 26, 63, 65
Listed skills include Mutual Funds, Financial Services, Investments, Retirement Planning, and 12 others.
Current workplace
Tom Boardman, Cfp®'s current company
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Fidelity Investments
8 roles
Tom Boardman, Cfp® work experience
A career timeline built from the work history available for this profile.
Financial Consultant
Dec 2013 - Apr 2018
Investment Representative
Aug 2012 - Dec 2013
Private Client Specialist
Responsible for the servicing and financial planning of mass-affluent and high net worth individuals.
Nov 2010 - Aug 2012
Financial Representative
Apr 2010 - Nov 2010
Senior Retirement Specialist Work Leader
My primary role is to provide retirement expertise to both internal and external clients. The team in which I manage is responsible for answering customer inquiries on an extremely broad range of retirement topics. The products we service include Traditional and ROTH IRA's, Simple IRA, SEP IRA, 401k, and 403b using mutual funds as the investment vehicle..
Feb 2007 - Apr 2010
Senior Select Service Representative
As a Senior Select Service Specialist my primary responsibility was to provide exemplary customer experiences by addressing customer inquiries, trading mutual funds, and solving problems. Other responsibitlities within this role were to mentor and train newer associates, develop new ideas to improve operational effectiveness, and act as a voice for clients.
Mar 2005 - Feb 2007
Customer Service Associate
Responsible for the servicing of retail banking customers, teller services and account management. Recognized repeatedly for exceeding goals and providing great service to Washington Trust Customers.
May 2003 - Mar 2005
Team & coworkers
Colleagues at Fidelity Investments
Other employees you can reach at fidelity.com. View company contacts for 52767 employees →
LR
Lilly Rosario
Colleague at Fidelity InvestmentsPittsburgh, Pennsylvania, United States, United States
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WK
William Kelleher
Colleague at Fidelity InvestmentsMansfield, Massachusetts, United States, United States
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JK
Joanna Kruse
Colleague at Fidelity InvestmentsFlorence, Kentucky, United States, United States
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BP
Brett Patton
Colleague at Fidelity InvestmentsCincinnati Metropolitan Area, United States
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RF
Ryan Fite
Colleague at Fidelity InvestmentsNoblesville, Indiana, United States, United States
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EM
Emily Mcgalliard
Colleague at Fidelity InvestmentsRaleigh, North Carolina, United States, United States
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JD
Jiangang Dou, Ph.D., Cfa
Colleague at Fidelity InvestmentsGreater Boston, United States, United States
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AR
Abigail Rankin
Colleague at Fidelity InvestmentsDurham, North Carolina, United States, United States
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HS
Hayden Stone
Colleague at Fidelity InvestmentsBoston, Massachusetts, United States, United States
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TS
Thomas Smith
Colleague at Fidelity InvestmentsLagos, Lagos State, Nigeria, Nigeria
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Lilly Rosario
Colleague at Fidelity InvestmentsPittsburgh, Pennsylvania, United States, United States
View →
WK
William Kelleher
Colleague at Fidelity InvestmentsMansfield, Massachusetts, United States, United States
View →
JK
Joanna Kruse
Colleague at Fidelity InvestmentsFlorence, Kentucky, United States, United States
View →
BP
Brett Patton
Colleague at Fidelity InvestmentsCincinnati Metropolitan Area, United States
View →
RF
Ryan Fite
Colleague at Fidelity InvestmentsNoblesville, Indiana, United States, United States
View →
EM
Emily Mcgalliard
Colleague at Fidelity InvestmentsRaleigh, North Carolina, United States, United States
View →
JD
Jiangang Dou, Ph.D., Cfa
Colleague at Fidelity InvestmentsGreater Boston, United States, United States
View →
AR
Abigail Rankin
Colleague at Fidelity InvestmentsDurham, North Carolina, United States, United States
View →
HS
Hayden Stone
Colleague at Fidelity InvestmentsBoston, Massachusetts, United States, United States
View →
TS
Thomas Smith
Colleague at Fidelity InvestmentsLagos, Lagos State, Nigeria, Nigeria
View →
2 education records
Tom Boardman, Cfp® education
Bachelor Of Science, Business Administration; Management
Diploma, General
Bonny Eagle High School
FAQ
Frequently asked questions about Tom Boardman, Cfp®
Quick answers generated from the profile data available on this page.
What company does Tom Boardman, Cfp® work for?
Tom Boardman, Cfp® works for Fidelity Investments.
What is Tom Boardman, Cfp®'s role at Fidelity Investments?
Tom Boardman, Cfp® is listed as VP, Wealth Planner at Fidelity Investments at Fidelity Investments.
Where is Tom Boardman, Cfp® based?
Tom Boardman, Cfp® is based in Framingham, Massachusetts, United States while working with Fidelity Investments.
What companies has Tom Boardman, Cfp® worked for?
Tom Boardman, Cfp® has worked for Fidelity Investments, Fidelity Investments Institutional Services, and The Washington Trust Company.
Who are Tom Boardman, Cfp®'s colleagues at Fidelity Investments?
Tom Boardman, Cfp®'s colleagues at Fidelity Investments include Lilly Rosario, William Kelleher, Joanna Kruse, Brett Patton, and Ryan Fite.
How can I contact Tom Boardman, Cfp®?
You can use AeroLeads to view verified contact signals for Tom Boardman, Cfp® at Fidelity Investments, including work email, phone, and LinkedIn data when available.
What schools did Tom Boardman, Cfp® attend?
Tom Boardman, Cfp® holds Bachelor Of Science, Business Administration; Management from University Of Rhode Island.
What skills is Tom Boardman, Cfp® known for?
Tom Boardman, Cfp® is listed with skills including Mutual Funds, Financial Services, Investments, Retirement Planning, Financial Planning, 401 Retirement Savings Plans, Financial Advisory, and Wealth Management.
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