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Spencer Y
Series 63, Series 65
Long Beach, NY
Fidelity
Spencer Youngman serves as Vice President, Executive Planning Consultant at Fidelity Investments, a role he has held since 2026. In this capacity, he partners with executives to assist them in understanding their employer benefits and developing financial plans aligned with their goals. His approach focuses on consultative support to help clients make informed decisions and build strong relationships with Fidelity. Spencer's professional experience includes serving as Vice President, Financial Consultant at Fidelity Investments from 2023 to 2026, and as a Financial Consultant at the same firm from 2020 to 2023. Prior to joining Fidelity, he worked at Vanguard where he held roles including Financial Advisor (2017-2020), Brokerage Sales Associate (2016-2017), and Client Relationship Associate (2015-2016). Outside of his professional activities, Spencer has interests in baseball, beach, cooking and baking, golf, reading, and traveling.
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