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Robert D
Series 63, Series 65
Lake George, NY
Fidelity
Robert Dazi is Vice President Private Wealth Management Advisor at Fidelity Investments. He currently serves in this role as a Wealth Management Advisor within the Private Wealth Management division. He has extensive experience with Fidelity Investments, holding various positions since 1991. His roles have included Vice President, Branch Leader; Vice President, Senior Branch Office Manager; Vice President, Branch Office Manager; Branch Manager; Assistant Branch Manager; Vice President, Senior Account Executive; and Retirement Consultant. Prior to joining Fidelity, he worked as a Financial Planner at American Express from 1989 to 1991. In his role, Robert and his team focus on supporting clients and their families by understanding their goals and building financial plans tailored to their visions.
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