C. Robert Manness
Vice President, Wealth Planner @ Fidelity Investments
About C. Robert Manness
C. Robert Manness serves as the Vice President and Wealth Planner at Fidelity Investments, where he focuses on wealth and succession planning, tax-efficient investing strategies, and aligning financial strategies with clients' life goals. He has over two decades of experience in the financial sector, having held various roles at notable companies including Palliser, Wells Fargo Advisors, and Unisys.