Elizabeth Leadon
Advisor at Fidelity
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Elizabeth Leadon is the Regional Director of Wealth Management at Fidelity Investments, a position she has held since 2021. In this role, she focuses on supporting Senior Relationship Managers and Planning Consultants to achieve success and build strong client relationships. She emphasizes leadership through integrity and encourages self-reflection and professional development.
Prior to her current role, Elizabeth served as a Private Wealth Management Planning Consultant at Fidelity Investments from 2016 to 2021 and as a Senior Relationship Manager from 2013 to 2016. Her career in the financial services industry began at Chase Investment Services, Corp, where she worked as a Sales Assistant from 2008 to 2013.
Client services
Financial planning
Portfolio management
Selection of other advisers
Educational seminars or workshops
Provider of model portfolios
Expertise
Wealth management
Work history
Fidelity Investments
2025 - Present (1 year)
Fidelity Personal and Workplace Advisors
2018 - Present (8 years)
Fidelity Investments LLC
2013 - Present (13 years)
Disclosures
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Business activities & affiliations
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Is active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Other specialized services
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Is not active or affiliated with:
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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