Scott Olson

Workplace Planning Consultant I

Scott Olson, ChFC®, currently serves as a Relationship Manager at Fidelity Investments since June 2024, following a brief tenure as an Internal Wholesaler for Life Insurance at New York Life Insurance Company. With a progressive career at Fidelity Investments from March 2021 to February 2024 as an Annuity Planning Consultant, Scott specialized in various annuities and life insurance offerings. Prior to that, Scott held financial advisory roles at New York Life Insurance Company and Prudential Financial, focusing on annuity products and life insurance. Scott's work experience also includes positions in retail management and entrepreneurship, demonstrating a broad skill set. Educationally, Scott holds a Chartered Financial Consultant® designation from The American College of Financial Services and a Bachelor's degree in Business Administration from St. Thomas Aquinas College.

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