Financial Representative
Current
Dec 2023 - Present
AeroLeads people directory · profile
Will J. Smith, Cfp® Email & Phone Number
Financial Representative
at
Fidelity Investments
LinkedIn matched
✓ Verified July 2026
3 data sources
Profile completeness 86%
Current company
Role
Financial Representative
Location
Detroit Metropolitan Area, United States
Company size
Who is Will J. Smith, Cfp®? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Will J. Smith, Cfp® is listed as Financial Representative at Fidelity Investments, a with 52767 employees, based in Detroit Metropolitan Area, United States. AeroLeads shows a matched LinkedIn profile for Will J. Smith, Cfp®.
Will J. Smith, Cfp® previously worked as Securities Trader at Plante Moran and Sr. Securities Operations Associate at Fis. Will J. Smith, Cfp® holds Bachelor Of Business Administration - Bba, Finance & Management Information Systems from Grand Valley State University.
Company email context
Email format at Fidelity Investments
This section adds company-level context without repeating Will J. Smith, Cfp®'s masked contact details.
Fidelity Investments
Review company-level records connected to Will J. Smith, Cfp® before choosing the right outreach path.
Profile bio
About Will J. Smith, Cfp®
As a Financial Representative at Fidelity Investments, I bring my knowledge as a financial compliance subject matter specialist to the team. My role involves building client relationships and contributing to the success of the branch. Previously I worked as a Securities Trader within Plante Moran Financial Advisors, where I earned the CFP credential in April 2023. In this role, I worked to execute and process hundreds of trades daily and acted as a subject matter expert on securities trading at the service of over one hundred advisors.In addition to the experience above, I also have knowledge in financial planning, investment analysis, and strategic decision-making. As well as skills in using various technical tools including comprehensive financial planning software, CRM systems, portfolio management software, trading platforms, and data modeling software.My ultimate goal is to become a financial professional dedicated to providing finance education and services to underserved communities.
Current workplace
Will J. Smith, Cfp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Fidelity Investments
5 roles
Will J. Smith, Cfp® work experience
A career timeline built from the work history available for this profile.
Securities Trader
Nov 2021 - Nov 2023
Sr. Securities Operations Associate
May 2020 - Nov 2021
Investment Analyst
Jan 2020 - Apr 2020
It Business Analyst
May 2019 - Aug 2019
Team & coworkers
Colleagues at Fidelity Investments
Other employees you can reach at fidelity.com. View company contacts for 52767 employees →
KY
Karrie Young
Colleague at Fidelity InvestmentsCincinnati Metropolitan Area, United States
View →
SJ
Shyanne James
Colleague at Fidelity InvestmentsRaleigh, North Carolina, United States
View →
ML
Mckennah Linder
Colleague at Fidelity InvestmentsBedford, Texas, United States
View →
IA
Isra A. Q.
Colleague at Fidelity InvestmentsGarland, Texas, United States
View →
JD
Jenna Dolciotto
Colleague at Fidelity InvestmentsGreater Boston, United States
View →
KL
Katie Leach, Mba
Colleague at Fidelity InvestmentsGreater Boston, United States
View →
RC
Robert Coutu
Colleague at Fidelity InvestmentsNorth Providence, Rhode Island, United States
View →
DD
Derrick D. Jacks
Colleague at Fidelity InvestmentsRaleigh-Durham-Chapel Hill Area, United States
View →
JE
Jaden Elsinger
Colleague at Fidelity InvestmentsGreater Burlington Area, United States
View →
FL
Frank Leonard
Colleague at Fidelity InvestmentsDallas-Fort Worth Metroplex, United States
View →
Karrie Young
Colleague at Fidelity InvestmentsCincinnati Metropolitan Area, United States
View →
SJ
Shyanne James
Colleague at Fidelity InvestmentsRaleigh, North Carolina, United States
View →
ML
Mckennah Linder
Colleague at Fidelity InvestmentsBedford, Texas, United States
View →
IA
Isra A. Q.
Colleague at Fidelity InvestmentsGarland, Texas, United States
View →
JD
Jenna Dolciotto
Colleague at Fidelity InvestmentsGreater Boston, United States
View →
KL
Katie Leach, Mba
Colleague at Fidelity InvestmentsGreater Boston, United States
View →
RC
Robert Coutu
Colleague at Fidelity InvestmentsNorth Providence, Rhode Island, United States
View →
DD
Derrick D. Jacks
Colleague at Fidelity InvestmentsRaleigh-Durham-Chapel Hill Area, United States
View →
JE
Jaden Elsinger
Colleague at Fidelity InvestmentsGreater Burlington Area, United States
View →
FL
Frank Leonard
Colleague at Fidelity InvestmentsDallas-Fort Worth Metroplex, United States
View →
3 education records
Will J. Smith, Cfp® education
Bachelor Of Business Administration - Bba, Finance & Management Information Systems
Certificate, Financial Planning
High School Diploma
Bradford Academy High School
FAQ
Frequently asked questions about Will J. Smith, Cfp®
Quick answers generated from the profile data available on this page.
What company does Will J. Smith, Cfp® work for?
Will J. Smith, Cfp® works for Fidelity Investments.
What is Will J. Smith, Cfp®'s role at Fidelity Investments?
Will J. Smith, Cfp® is listed as Financial Representative at Fidelity Investments.
Where is Will J. Smith, Cfp® based?
Will J. Smith, Cfp® is based in Detroit Metropolitan Area, United States while working with Fidelity Investments.
What companies has Will J. Smith, Cfp® worked for?
Will J. Smith, Cfp® has worked for Fidelity Investments, Plante Moran, Fis, Ottawa Avenue Private Capital, and 3M.
Who are Will J. Smith, Cfp®'s colleagues at Fidelity Investments?
Will J. Smith, Cfp®'s colleagues at Fidelity Investments include Karrie Young, Shyanne James, Mckennah Linder, Isra A. Q., and Jenna Dolciotto.
How can I contact Will J. Smith, Cfp®?
You can use AeroLeads to view verified contact signals for Will J. Smith, Cfp® at Fidelity Investments, including work email, phone, and LinkedIn data when available.
What schools did Will J. Smith, Cfp® attend?
Will J. Smith, Cfp® holds Bachelor Of Business Administration - Bba, Finance & Management Information Systems from Grand Valley State University.
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 Will J. Smith, Cfp® you were looking for.
View similar profiles