Joseph Boggio

Advisor at Fidelity

Updated today
Fidelity logo

Firm

Fidelity

Location

Midlothian, VA 23113-7312

Credentials

Series 66

Industry experience

5 years

About

Graham Boggio is a Financial Consultant currently working at Fidelity Investments. He has held various roles within Fidelity, including Investment Consultant and Financial Representative, since 2021. Prior to joining Fidelity, he worked as a Financial Services Professional at MassMutual from 2019 to 2020.

Graham offers personalized financial guidance tailored to clients' specific goals and assists them in making financial decisions aligned with their needs. His professional experience encompasses a range of financial advisory roles, providing him with a foundation to support clients effectively.

Outside of his professional work, Graham has interests in baseball, golf, traveling, and is a food enthusiast.

Expertise

Wealth management

Work history

Fidelity Investments

2025 - Present (1 year)

fidelity Investments

2021 - Present (5 years)

Mml Investors Services Llc

2020 - 2020 (1 year)

Massmutual Life Insurance Co

2019 - 2020 (1 year)

Unemployed

2019 - 2019 (1 year)

Lids

2018 - 2019 (1 year)

Lawyer's Staffing Inc.

2018 - 2018 (1 year)

University of Lynchburg

2015 - 2019 (4 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Shawn P

CFP®

Richmond, VA

Genuine Wealth Solutions

Wealth is more than just how much you have saved, what you drive, or the square footage of your home. Genuine wealth is the freedom from uncertainty and the purposeful control of our most precious resource, time. I started Genuine Wealth Solutions to provide reliable guidance for driven individuals to reach financial independence and to do so in a way that is transparent and free from conflict of interest. So, whether you're near or in retirement or in the midst of your career, take control of your future with confidence so that you can enjoy today. You deserve this. Let's achieve your financial success together.

General retirement planning Gen Y/Millennials (Born 1980-1995)

Jonathan H

CFP®

Midlothian, VA

Hussmen Financial

Being the son of a CPA, I have always had a keen interest in finance. Along with my other two siblings, I spent a few tax seasons in my father’s office helping where I could and learning the basics of the tax universe. After my time at Virginia Tech, I spent 5 years in Northern Virginia in the hospitality industry, from country clubs to selling wine (fun!!). After the arrival of my first daughter, my wife, Emily, and I returned to our roots in Richmond. I joined his father at his firm in 2018 and made quick work of learning the financial planning world. My goal is to take the questions and stress out of my clients' financial situation, so they can live the life they’ve always wanted. I believe that everyone should have access to a financial planner, whether they have substantial assets, or are just starting to save. You’ve got questions, the Hussmen have the answers!

General tax planning Young Families Gen Y/Millennials (Born 1980-1995)

Lauren Z

CFP®, CIMA®

Richmond, VA

Spark Financial Advisors

Hi, I’m Lauren Zangardi Haynes, CFP®, CIMA® and founder of Spark Financial Advisors. At Spark Financial Advisors we are focused on helping high earning women, dual-career couples & business owners put an effective strategy in place to build wealth, manage taxes, and spend more time doing what they love. Our clients gain peace of mind knowing their finances are outsourced to a highly qualified team with expertise in building wealth and transitioning into retirement. I got my start in the financial services industry in 2005 with Bank of America. While working for U.S. Trust Bank of America Private Wealth Management I attained my CFP® designation and became a Certified Investment Management Analyst (CIMA®). I transitioned to a smaller Fee-Only financial planning firm to get broader experience beyond investment management and haven’t looked back. I have been quoted in the New York Times, Wall Street Journal, Forbes, USA Today, U.S. News and World Report among others, and have written for Richmond Family Magazine. I previously served on the South Region Board for the National Association of Personal Financial Advisors (NAPFA) the leading organization for fiduciary, Fee-Only financial planners. When I’m not geeking out on financial planning I like to spend time with my husband and 3 kids, read, watch stand-up comedy, and (attempt to) garden.

Business ownership considerations Business exit / sale strategy Business succession planning Dual Income Family Women Professionals Gen X (Born 1965-1980)

Brian W

CFP®, Series 66

Richmond, VA

Edward Jones

Retirement income strategy General retirement planning Wealth management General estate planning guidance

Lynne J

Series 63, Series 66

Powhatan, VA

Fidelity

Lynne Jennings serves as a Wealth Management Senior Relationship Manager at Fidelity Investments. In her current role, she focuses on providing customized services to sophisticated clients, aiming to support their long-term financial well-being through tailored, high-touch relationships. Her professional experience spans over three decades in the financial industry, including positions such as Vice President and Branch Leader at Fidelity Investments from 2016 to 2022, Senior Relationship Manager at Fidelity Investments from 2010 to 2016, and various trading and account management roles at firms including Wachovia Securities First Clearing Corp, GE Financial Capital Brokerage, Wheat First Union Capital Markets, and Branch Cabell and Co. No information regarding her education, credentials, personal interests, or community involvement has been provided.

Wealth management Active portfolio management

Mark M

CFP®, Series 63, Series 65

Midlothian, VA

Edward Jones

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General estate planning guidance General retirement planning Wealth management
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