Brent Daugherty

Sr. Manager Portfolio Advisory Services

Brent Daugherty, CFP®, is the Vice President and Head of FILI Service at Fidelity Investments, bringing a wealth of experience in the financial industry, particularly in management, financial planning, and customer relations. Previously, Brent served in various roles at Fidelity, including Sr. Manager of Portfolio Advisory Services and Investment Solutions Representative Manager, where Brent led teams to enhance sales and client experiences while ensuring compliance and risk management. Earlier in their career, Brent was a Senior Associate at Goldman Sachs, focusing on account opening and compliance. Brent earned a Bachelor of Arts in Political Science from Westminster College in 2005.

Location

Salt Lake City, United States

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