Marc A. Morrone, Cfp®, Aep®
Vice President, Advanced Planning @ Fidelity Investments
About Marc A. Morrone, Cfp®, Aep®
Marc A. Morrone, CFP®, AEP® is the Vice President of Advanced Planning at Fidelity Investments in Denver, Colorado, where he has worked since 2015. He has extensive experience in wealth management and financial consulting, supporting high-net-worth clients and developing thought leadership content in the field.