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Bailey Z

Series 63, Series 65

Stevens Point, WI

Fidelity

Bailey Zdroik is a Financial Consultant currently working at Fidelity Investments. Prior to this role, Bailey held several positions within the company, including Investment Consultant from 2023 to 2025, Relationship Manager from 2022 to 2023, and High Net Worth Representative from 2021 to 2022. Bailey also gained experience as a Client Relationship Associate at Vanguard between 2021 and 2022. Bailey has worked at two of the world's largest asset management firms, gaining broad exposure to diverse wealth planning scenarios and client dynamics. This experience has equipped Bailey with the tools to navigate complex financial landscapes while maintaining a focus on client needs. Bailey holds a California Insurance License.

Wealth management Active portfolio management
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