Brad Stieben
Vice President, Wealth Management Advisor at Fidelity Investments
📍 Greater Tampa Bay Area, United States
Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.
Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.
Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.
Experience
27 Years
Current Role
Vice President, Wealth Management Advisor
Job Level
Senior
Location
Greater Tampa Bay Area, United States
Personality Overview
Personality insights not availableWe need more social data to generate the DISC analysis and selling playbook. The professional details below are still available.
Priorities
Topics Brad cares about
Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
Career
Work history
1-2020
Vice President, Wealth Management Advisor
Fidelity Investments
10-2007 - 1-2020
Vice President, Financial Consultant
Fidelity Investments
10-2005 - 9-2007
Financial Consultant
Fidelity Investments
9-2003 - 9-2005
Financial Representative
Fidelity Investments
1-2000 - 8-2003
Investment Representative
Fidelity Investments
In the press
Media appearances
Media appearances and press coverage highlighting public visibility and thought leadership.
Login to view
Education
1995 - 1999
Bachelor of Business Administration (B.B.A.)
Abilene Christian University
Social presence
Other Fidelity Investments Employees
Explore more public profiles from related professionals.
Gemma Waite
Director, Executive Communications
Fidelity Investments
Patrick Duffy
Head of Consultant Relations
Fidelity Investments
PC
Phillip Ciccone
Managing Director - Workplace Investing / Relationship Management
Fidelity Investments
Andrew Dietrich CFP® MBA
Vice President Financial Consultant
Fidelity Investments
More profiles
Discover additional public profiles from our index.
Search more profiles
Looking for someone else? Search here for anyone.