Drew Yost
Registered Financial Professional | Financial Planning and Investment Analysis | S7, S63, and S65
- Role
- Planning Consultant at Fidelity Investments
- Location
- Washington, DC, US
- LinkedIn followers
- 500 followers
About Drew Yost
After years of playing team sports to include lacrosse at the collegiate level, I have developed an understanding of what is required in order to be a great team player. This shows true in my years of experience in the financial services industry as I have worn different hats to fit the need of the team.Proficient in using various financial planning software platforms to generate recommendations for high net worth clients. Aspirations of expanding my knowledge of the financial services industry by obtaining my CFP in the coming years.If you are interested in learning more about my professional journey, connect with me on LinkedIn!
Experience
Planning Consultant
Nov 2023 — Present · Towson, MD, US
Education
Virginia Tech
Bachelor's degree, Biology/Biological Sciences, General
2016 — 2020
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