Ashley Roe

Ashley Roe, as the Director and Communications Consultant at Fidelity Investments, brings a wealth of expertise in developing and executing strategic communication initiatives that drive engagement and foster financial wellness among diverse client populations. In her current role, Ashley collaborates closely with HR and Benefits teams across healthcare, higher education, and government sectors, tailoring retirement plan education campaigns that resonate with employees and promote healthier financial behaviors. Her deep understanding of multi-channel communication strategies—including digital, print, and in-person engagement—enables her to craft compelling messaging that enhances brand awareness and improves retirement readiness.

Ashley’s key projects often involve analyzing complex data sets to identify engagement gaps and opportunities, allowing her to refine campaigns for maximum impact. She manages a portfolio of eight strategic public sector and healthcare clients, consistently achieving top-tier customer satisfaction scores and strengthening client relationships—sometimes rebuilding volatile accounts through targeted communication strategies and personalized engagement plans. Her expertise in business relationship management and communication consulting ensures that clients receive tailored solutions aligned with their organizational goals.

With a strong foundation in professional communication, editing, and leadership development, Ashley also mentors new hires and leads initiatives to improve campaign effectiveness. Her supervisory skills and ability to navigate complex stakeholder environments make her a trusted advisor for senior-level clients seeking to enhance their benefits communication and promote financial literacy. Overall, Ashley’s comprehensive approach combines industry best practices with innovative engagement techniques, positioning her as a key driver of positive change in the realm of retirement education and employee benefits at Fidelity Investments.