Kristie Souza

Vice President, Wealth Planner at Fidelity Investments - Boston, Massachusetts, US

Kristie Souza's Colleagues at Fidelity Investments
Beth McHugh

SVP Managing Director

Contact Beth McHugh

Cameron O'Neill

Regional Investment Consultant

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Christian Michael Vitone

Benefits & Planning Consultant (Executive Services)

Contact Christian Michael Vitone

Ellen Jenkins

Client Service Manager, Large/Select

Contact Ellen Jenkins

Dana Brooks

Financial Services Associate

Contact Dana Brooks

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Kristie Souza's Contact Details
HQ
(800) 343-3548
Location
Hingham, Massachusetts
Company
Fidelity Investments
Kristie Souza's Company Details
Fidelity Investments logo, Fidelity Investments contact details

Fidelity Investments

Boston, Massachusetts, US • 78549 Employees
Financial Services

Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve. Fidelity’s strength comes from the scale of our diversified, market-leading financial services businesses that serve individuals, families, employers, wealth management firms, and institutions. With assets under administration of $12.6 trillion, including discretionary assets of $4.9 trillion as of December 31, 2023, we focus on meeting the unique needs of a broad and growing customer base. Privately held for 77 years, Fidelity employs more than 74,000 associates with its headquarters in Boston and a global presence spanning nine countries across North America, Europe, Asia and Australia. For our Terms and Conditions, please visit http://go.fidelity.com/LIterms

Investment Management Services Retirement Planning Online Broker Portfolio Management Wealth Management Solutions Financial Advisory
Details about Fidelity Investments
Frequently Asked Questions about Kristie Souza
Kristie Souza currently works for Fidelity Investments.
Kristie Souza's role at Fidelity Investments is Vice President, Wealth Planner.
Kristie Souza's email address is ***@fidelity.com. To view Kristie Souza's full email address, please signup to ConnectPlex.
Kristie Souza works in the Financial Services industry.
Kristie Souza's colleagues at Fidelity Investments are Flaherty Edward, Beth McHugh, Indra Alapati, Cameron O'Neill, Christian Michael Vitone, Ellen Jenkins, Dana Brooks and others.
Kristie Souza's phone number is (800) 343-3548
See more information about Kristie Souza