Charlie R. Romero is a Vice President, Private Wealth Management Advisor at Fidelity, bringing extensive experience in the investment banking sector. His background reflects a strong focus on financial advisory and client relationship management. Within Fidelity's investment environment, Charlie ...more

Charlie R. Romero is a Vice President, Private Wealth Management Advisor at Fidelity, bringing extensive experience in the investment banking sector. His background reflects a strong focus on financial advisory and client relationship management. Within Fidelity's investment environment, Charlie progressed through various leadership roles. Previously, they served as Vice President, Branch Leader, overseeing branch operations and client services. Earlier in their career with Fidelity, Charlie also held the position of Vice President, Branch Leader. During their tenure at Fidelity, they focused on team leadership and client satisfaction initiatives. Charlie holds a Master of Counseling from Westminster Theological Seminary and a Bachelor of Arts from the University of Utahless