Spencer Mitchell
- Role
- Planning Consultant at Fidelity Investments
- Location
- Chandler, AZ, US
- LinkedIn followers
- 500 followers
About Spencer Mitchell
I am a proud alumnus of Arizona State University, where I received Bachelor of Science in…
Experience
Planning Consultant
Jan 2023 — Present
I provide a world-class planning experience, uncovering opportunities to deepen client relationships through consolidation of assets, referrals, and plan implementations, and developing an engagement strategy that supports each client’s unique planning needs. Responsible for effectively profiling, navigating and presenting the output of our guidance tools, leading to an in-depth discussion around our planning concepts.
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