Drew Yost

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

  1. Planning Consultant

    Fidelity Investments

    Nov 2023 — Present · Towson, MD, US

Education

  • Virginia Tech

    Bachelor's degree, Biology/Biological Sciences, General

    2016 — 2020

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Drew Yost — Planning Consultant at Fidelity Investments in Washington, DC, US | Unifers