Shona Armstrong

Shona Armstrong, CFP®, MBA, currently serves as Vice President and Chapter Leader of the Client Solutions Business at Fidelity Investments, where leadership encompasses a team of 15 Directors and Consultants focusing on digital financial planning solutions with an emphasis on Artificial Intelligence and personalization. With extensive experience in business and client development, product management, and relationship management at Fidelity since March 2006, previous roles include leading Wealth Management initiatives, developing training strategies for managed solutions, and providing investment guidance. Prior to Fidelity, Shona was a Financial Planner at Prudential Financial. Educational qualifications include a Bachelor of Arts from Tufts University, an MBA in Finance from Southern New Hampshire University, and a Certificate in Financial Planning from Merrimack College, complemented by international studies in Japan and Spain.