AeroLeads people directory · profile

Tom Boardman, Cfp® Email & Phone Number

VP, Wealth Planner at Fidelity Investments at Fidelity Investments
Location: Framingham, Massachusetts, United States 8 work roles 2 schools
LinkedIn matched
✓ Verified July 2026 3 data sources Profile completeness 100%

Contact Signals

LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Fidelity Investments
Role
VP, Wealth Planner at Fidelity Investments
Location
Framingham, Massachusetts, United States
Company size
52767 employees

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 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

This section adds company-level context without repeating Tom Boardman, Cfp®'s masked contact details.

Fidelity Investments

Review company-level records connected to Tom Boardman, Cfp® before choosing the right outreach path.

View email format View company profile Management contacts
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

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

Fidelity Investments
Fidelity Investments
VP, Wealth Planner at Fidelity Investments
boston, massachusetts, united states
Website
fidelity.com
Employees
52767
AeroLeads page
Company profile
View company profile Email format
8 roles

Tom Boardman, Cfp® work experience

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

Private Client Specialist

Fidelity Investments

Responsible for the servicing and financial planning of mass-affluent and high net worth individuals.

Nov 2010 - Aug 2012

Senior Retirement Specialist Work Leader

Fidelity Investments Institutional Services

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. Most of my work is done between companies and business units on multiple retirement projects as a business subject matter expert. These projects have included but are not limited to including Income Replacement Funds, Fidelity Retirement Income Evaluator, Transfer of Assets, Rollover Retention, and Roth Conversion / Recharacterization / Return of Excess. In addition to retirement plans I have a depth of knowledge regarding IRC 408/401, ERISA, TIPRA, Pension Protection Act and other relevant IRS codes and regulations. I also am continuously coaching operational associates to develop retirement expertise while also managing workflow to meet daily goals.

Feb 2007 - Apr 2010

Senior Select Service Representative

Fidelity Investments

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 in policy and practice changes. The work was primarily within a competitive team atmosphere strengthening communication and relationship building skills. I was recognized numerous times for providing exceptional service to clients and continuously exceeding department and company goals.

Mar 2005 - Feb 2007

Customer Service Associate

The Washington Trust Company

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 →

BR Bidhan Roy Bidhan Roy Colleague at Fidelity InvestmentsBengaluru, Karnataka, India View → AW April Wiaczek April Wiaczek Colleague at Fidelity InvestmentsMaynard, Massachusetts, United States View → DF Doug Frey Doug Frey Colleague at Fidelity InvestmentsSudbury, Massachusetts, United States View → CL Cody L. Long, Cfp® Cody L. Long, Cfp® Colleague at Fidelity InvestmentsHouston, Texas, United States View → ML Mckennah Linder Mckennah Linder Colleague at Fidelity InvestmentsBedford, Texas, United States View → SM Sydney Majka, Cfa Sydney Majka, Cfa Colleague at Fidelity InvestmentsBoston, Massachusetts, United States View → TS Taylor Sabin Taylor Sabin Colleague at Fidelity InvestmentsSalt Lake City Metropolitan Area, United States View → RC Reanne Clark Reanne Clark Colleague at Fidelity InvestmentsAlbuquerque-Santa Fe Metropolitan Area, United States View → MA Mark Arruda Mark Arruda Colleague at Fidelity InvestmentsNew York City Metropolitan Area, United States View → SJ Shobha J Mohan Shobha J Mohan Colleague at Fidelity InvestmentsBengaluru, Karnataka, India View →
2 education records

Tom Boardman, Cfp® education

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 Bidhan Roy, April Wiaczek, Doug Frey, Cody L. Long, Cfp®, and Mckennah Linder.

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.

Find 750M verified contacts

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