As a Certified Financial Planner for over a decade, David Konze has obtained extensive experience in investment management, retirement and estate planning, insurance protection, and income tax strategy. He formerly served as a vice president and financial consultant for the Fidelity Investments subsidiary Portfolio Advisory Services (PAS) in Merrimack, New Hampshire. During his tenure in this position, David R. Konze implemented a comprehensive planning program that integrated fee-based investment advising with all other areas of Fidelity’s wealth management services. In 2012, he won the President’s Circle Award and earned promotion as the first PAS senior account executive.

Over the course of his career with Fidelity Investments, Dave Konze received the Achievement Award 11 times for producing leading national PAS sales and retention figures. While in an earlier role as a PAS relationship officer, he utilized a customized contact method to engage clients and sustained relationships for more than 550 accounts with collective assets valued at roughly $350 million. David Konze began working with Fidelity Investments in 2004 as an internal wholesaler, successfully collaborating with outside partners to grow the sale of mutual funds and cultivate a territory comprising more than 3,000 investment professionals.

Outside of his professional endeavors, David R. Konze enjoys cooking, hiking, following the New England Patriots and Boston Red Sox, and attending concerts. He also owns two cats, Ed and Sam, and donates to Northeast Animal Shelter, a no-kill animal sanctuary in Salem, Massachusetts.