Dimitra Spandonidis

Dimitra Spandonidis, CFP®, has extensive experience in financial management, client relations, and team leadership. Notably, Dimitra served as a Relationship Manager and Planning Consultant at Fidelity Investments from July 2022 to February 2024, and earlier worked as a Financial Advisor at Edward Jones from January 2019 to July 2022. Previous roles include Manager at Mongo McMichael's, where responsibilities involved organizing staff and managing finances, and Economic Quantitative Analyst at the Davis Center for Portfolio Management at the University of Dayton. Dimitra holds a Master’s degree in Finance and a Bachelor of Science Degree in Business Administration with a focus on Entrepreneurship, both from the University of Dayton.