Lisa Ross

Customer Relationship Advocate at Fidelity Investments - Boston, Massachusetts, US

Lisa Ross's Colleagues at Fidelity Investments
John Kearney

Client Management Representative

Contact John Kearney

Kristin Shofner

Senior Vice President Business Development

Contact Kristin Shofner

Craig Lantz

Management Consultant

Contact Craig Lantz

Clyde Watson

Director, Client Service Management

Contact Clyde Watson

Annie Jones

Client Relationship Manager

Contact Annie Jones

Jordan Arthur

Workplace Planning Consultant

Contact Jordan Arthur

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Lisa Ross's Contact Details
HQ
(800) 343-3548
Location
Saint John's, Florida, United States
Company
Fidelity Investments
Lisa Ross'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 Lisa Ross
Lisa Ross currently works for Fidelity Investments.
Lisa Ross's role at Fidelity Investments is Customer Relationship Advocate.
Lisa Ross's email address is ***@fidelity.com. To view Lisa Ross's full email address, please signup to ConnectPlex.
Lisa Ross works in the Financial Services industry.
Lisa Ross's colleagues at Fidelity Investments are John Kearney, Kristin Shofner, Roxana Seminario, Craig Lantz, Clyde Watson, Annie Jones, Jordan Arthur and others.
Lisa Ross's phone number is (800) 343-3548
See more information about Lisa Ross