Andy Plotner

Andy Plotner is a Senior Vice President and the Head of Tax-Exempt Planning and Advice at Fidelity Investments, where they lead a team of licensed planners providing valuable financial guidance to clients. With nearly 30 years of experience in the financial services industry, Andy has excelled in various roles across Distribution, Human Resources, Marketing, and Sales. Prior to their current position, they served as the General Manager of Fidelity's Covington Regional Phone Center, managing over 900 associates and driving operational effectiveness. Andy holds a Doctor of Law (JD) from Suffolk University Law School and a BA in History from the College of the Holy Cross.