David R. Taylor, Cfp®
Vice President, Regional Coaching Consultant @ Fidelity Investments
About David R. Taylor, Cfp®
David R. Taylor, CFP®, serves as the Vice President and Regional Coaching Consultant at Fidelity Investments, where he has worked since 2020. With over two decades of experience in financial planning and leadership roles, he specializes in coaching Fidelity leaders to improve their effectiveness.