Suzi Daly

Suzanne Daly joined Fidelity in 2003, supporting investment advisors and their use of portfolio management tools. Over the last 15 years at Fidelity, Suzanne has enjoyed working with Fidelity’s brokerage platform and advisory products in various capacities; product support, platform deployment, business consulting, product management, managed account consulting and most recently solutions and platform consulting. A majority of Suzanne’s career has been spent deeply rooted in managed accounts, with a focus on driving growth and adoption to a firm’s advisory business.

In her current role as a VP of Solutions and Platform Consulting, Suzanne leads a team of strategic consultants who communicate the value in an “A+” Wealth management ecosystem; the ideal stack of product, platform and solutions integrated to transform BD/Bank firms to be future ready.

Suzanne earned a bachelor of arts from Tufts University and an executive master of business administration from Northeastern University. She holds the 7 and 63 licenses. She lives in Charlotte, North Carolina with her husband and three children.