Stephen Schwanke is a charitable planning specialist at Fidelity Charitable®, an independent public charity that has helped donors support more than 230,000 nonprofit organizations with over $25 billion in grants since its inception in 1991. The mission of Fidelity Charitable® is to grow the American tradition of philanthropy by providing programs that make charitable giving accessible, simple, and effective. Mr. Schwanke assumed his current role in 2017.
In this role, Mr. Schwanke is a premier resource for charitable planning in the South and Mountain West region. He is responsible for building relationships with advisors, enhancing their understanding of Fidelity Charitable’s donor‐advised fund program and discussing ways to incorporate charitable giving into clients’ overall financial and wealth management plans.
Previous to this role, Mr. Schwanke was a charitable planning associate, providing charitable planning strategies and guidance to advisors and their clients in the Northeast. Before that, he was director of business development, responsible for onboarding and supporting key advisor firm relationships.
Prior to joining Fidelity Charitable in 2011, Mr. Schwanke was a senior regional investment consultant for Fidelity Investments, a business development manager at John Hancock, and was a financial advisor with Morgan Stanley. He has been in the financial services industry for 18 years.
Mr. Schwanke received his Bachelor of Arts degree in business and economics from the Virginia Military Institute and is a Certified Financial Planner® (CFP).