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Andrew D
Series 63, Series 65
Middletown, OH
Fidelity
Andrew Davis is an Investment Consultant at Fidelity Investments, where he has been employed since 2026. In his role, he partners with clients to create financial plans tailored to their individual goals. Prior to this, he served as a Planning Consultant at Fidelity Investments from 2022 to 2026, and as a Relationship Manager at the same firm from 2019 to 2022. Andrew's professional experience includes positions at Chase Bank as a Private Client Banker from 2017 to 2019 and a Relationship Banker from 2014 to 2017. He also worked as a Client Service Specialist at Compass Financial Group from 2012 to 2014, and as an Agent at Primerica Financial Services from 2005 to 2010. He holds a California Insurance License. Outside of his professional career, Andrew enjoys family activities, golf, outdoor adventures, running, and traveling.
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