Suzanne Schmitt

Head of Financial Wellness

Suzanne Schmitt is Head of Financial Wellness for New York Life. In this capacity, she’s accountable for helping to drive the expansion of financial education and guidance offerings across strategic channels; building and leading a team that’s responsible for developing a differentiated model for financial wellness; and integrating human-centered guidance and digital tools to assist individuals in achieving their financial goals.

Suzanne brings more than 15 years of experience in consumer insights, product development and positioning, as well as marketing and market enablement in financial services to this role.

Prior to joining New York Life, she served as Vice President of Financial Wellness for Prudential Financial where she a led a team that worked with clients and prospects to leverage financial wellness products, services and solutions to improve organizational and individual financial health; drove thought leadership; measured outcomes attributable to adoption and engagement with financial wellness; and led market positioning. Before joining Prudential, Suzanne served as Vice President of Family Engagement at Fidelity Investments. In this capacity, she led the firm’s aging investor strategy, inclusive of content development, partnerships and market enablement; developed life event experience and integration of life events with financial wellness.

Suzanne holds BA degrees from Douglass College in Communications and Psychology, an MA in Organizational Development and Leadership from Gonzaga University, and Certificates in Gerontology and Elder Abuse Prevention from USC. She’s co-taught Aging Entrepreneurship at Brown University and holds a patent for assessing health and wealth.


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