Vp, Branch Leader
CurrentI lead a team of Financial Advisors who collaborate with our clients using our Standards of Care to deliver on our Client Commitments.
Jan 2024 - Present
AeroLeads people directory · profile
William Bellow, Cfp® Email & Phone Number
VP, Branch Leader
at
Fidelity Investments
1 work email found
@fidelity.com
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
VP, Branch Leader
Location
East Norwich, New York, United States
Company size
Who is William Bellow, Cfp®? Overview
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Quick answer
William Bellow, Cfp® is listed as VP, Branch Leader at Fidelity Investments, a company with 52767 employees, based in East Norwich, New York, United States. AeroLeads shows a work email signal at fidelity.com and a matched LinkedIn profile for William Bellow, Cfp®.
William Bellow, Cfp® previously worked as Regional Planning Consultant at Fidelity Investments and Branch Manager at Td Ameritrade. William Bellow, Cfp® holds B.S., Business Administration from Suny Brockport.
Company email context
Email format at Fidelity Investments
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*@fidelity.com
71% confidence
AeroLeads found 1 current-domain work email signal for William Bellow, Cfp®. Compare company email patterns before reaching out.
Profile bio
About William Bellow, Cfp®
William Bellow, Cfp® is a VP, Branch Leader at Fidelity Investments. He possess expertise in leadership, series 63, portfolio management, credit analysis, cash management and 13 more skills.
Listed skills include Leadership, Series 63, Portfolio Management, Credit Analysis, and 14 others.
Current workplace
William Bellow, Cfp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Fidelity Investments
8 roles · 40 years
William Bellow, Cfp® work experience
A career timeline built from the work history available for this profile.
Vp, Branch Leader
I lead a team of Financial Advisors who collaborate with our clients using our Standards of Care to deliver on our Client Commitments.
Jun 2021 - Dec 2023
Regional Planning Consultant
May 2019 - Jun 2021
Branch Manager
Lead a team of Financial Consultants that help clients pursue their financial hopes and dreams while living the following core values:-Set high standards and peer accountability-Put the client needs first...always-Display the highest level of integrity and trust-Team unity-Strive to better ourselves everyday
Jun 2011 - May 2019
Territory Sales Director
Responsible for driving annuity and life insurance premium for downstate NY territory through Exclusive Agent distribution channel.Work with property/casualty agencies to motivate, train, and coach exclusive agents and their staff to cross sell life and annuity products to existing P& C client base.Recruit experienced financial sales representives to.
Apr 2009 - Jun 2011
Market Director
Managed all aspects of bank broker-dealer for Long Island marketplace. Motivated 30 Financial Advisors plus support staff of 12, with assets under management of $2.1 billion. Unit achieved $14 million of revenue in 2008, with emphasis on fee based programs. Responsible for attaining sales goals, recruiting, P&L management, operations, and compliance.
Mar 2007 - Feb 2009
Area Investment Manager
1999 - 2007
~8 yrs
Branch Manager
1986 - 1999
~13 yrs
Team & coworkers
Colleagues at Fidelity Investments
Other employees you can reach at fidelity.com. View company contacts for 52767 employees →
JG
Jan Glass
Colleague at Fidelity InvestmentsBountiful, Utah, United States, United States
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VG
Venu Gopal K
Colleague at Fidelity InvestmentsMorrisville, North Carolina, United States, United States
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BB
Benjamin Beckman
Colleague at Fidelity InvestmentsDallas-Fort Worth Metroplex, United States
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JN
Jim Neidenbach
Colleague at Fidelity InvestmentsIndependence, Kentucky, United States, United States
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TT
Thomas Trine
Colleague at Fidelity InvestmentsPasadena, California, 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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BG
Bethany Girling
Colleague at Fidelity InvestmentsNew Boston, New Hampshire, United States, United States
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IL
Isamar López Rodríguez
Colleague at Fidelity InvestmentsOlympia, Washington, United States, United States
View →
HS
Hudson Santos
Colleague at Fidelity InvestmentsGreater Boston, United States, United States
View →
SM
Scott Mcintire
Colleague at Fidelity InvestmentsHopkinton, Massachusetts, United States, United States
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Jan Glass
Colleague at Fidelity InvestmentsBountiful, Utah, United States, United States
View →
VG
Venu Gopal K
Colleague at Fidelity InvestmentsMorrisville, North Carolina, United States, United States
View →
BB
Benjamin Beckman
Colleague at Fidelity InvestmentsDallas-Fort Worth Metroplex, United States
View →
JN
Jim Neidenbach
Colleague at Fidelity InvestmentsIndependence, Kentucky, United States, United States
View →
TT
Thomas Trine
Colleague at Fidelity InvestmentsPasadena, California, United States, United States
View →
AR
Abigail Rankin
Colleague at Fidelity InvestmentsDurham, North Carolina, United States, United States
View →
BG
Bethany Girling
Colleague at Fidelity InvestmentsNew Boston, New Hampshire, United States, United States
View →
IL
Isamar López Rodríguez
Colleague at Fidelity InvestmentsOlympia, Washington, United States, United States
View →
HS
Hudson Santos
Colleague at Fidelity InvestmentsGreater Boston, United States, United States
View →
SM
Scott Mcintire
Colleague at Fidelity InvestmentsHopkinton, Massachusetts, United States, United States
View →
1 education record
William Bellow, Cfp® education
FAQ
Frequently asked questions about William Bellow, Cfp®
Quick answers generated from the profile data available on this page.
What company does William Bellow, Cfp® work for?
William Bellow, Cfp® works for Fidelity Investments.
What is William Bellow, Cfp®'s role at Fidelity Investments?
William Bellow, Cfp® is listed as VP, Branch Leader at Fidelity Investments.
What is William Bellow, Cfp®'s email address?
AeroLeads has found 1 work email signal at @fidelity.com for William Bellow, Cfp® at Fidelity Investments.
Where is William Bellow, Cfp® based?
William Bellow, Cfp® is based in East Norwich, New York, United States while working with Fidelity Investments.
What companies has William Bellow, Cfp® worked for?
William Bellow, Cfp® has worked for Fidelity Investments, Td Ameritrade, Nationwide Insurance, Banc Of America Investment Services, Inc, and Citicorp Investment Services, Inc..
Who are William Bellow, Cfp®'s colleagues at Fidelity Investments?
William Bellow, Cfp®'s colleagues at Fidelity Investments include Jan Glass, Venu Gopal K, Benjamin Beckman, Jim Neidenbach, and Thomas Trine.
How can I contact William Bellow, Cfp®?
You can use AeroLeads to view verified contact signals for William Bellow, Cfp® at Fidelity Investments, including work email, phone, and LinkedIn data when available.
What schools did William Bellow, Cfp® attend?
William Bellow, Cfp® holds B.S., Business Administration from Suny Brockport.
What skills is William Bellow, Cfp® known for?
William Bellow, Cfp® is listed with skills including Leadership, Series 63, Portfolio Management, Credit Analysis, Cash Management, Investments, Banking, and Risk Management.
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