Drew has worked in the financial services industry for more than 32 years. As a Wealth Manager, he is responsible for helping each of his clients prepare for a more secure financial future. This entails building relationships, understanding each person’s unique financial goals, and developing a tailored strategy to build, manage, protect, and transition wealth.
Drew was inspired to pursue a career in finance by his father, who became a Financial Advisor after retiring from the Marine Corp. Investing was a common topic at the family dinner table and the kids were more likely to receive stocks or bonds, as presents for their future, than a new bike.
Drew began his career at Merrill Lynch in Washington DC, where he worked his way up from the order entry desk. He went on to work alongside his father and brother and completed the training program to become a Financial Advisor. After his father retired, Drew moved to Richmond to join First Union Securities, which later transitioned to Wachovia Bank and is now Wells Fargo.
Drew attended George Mason University, where he majored in Economics. He holds Series 6, 7, 63, and 65 licenses and also maintains life and health insurance licenses in many states.
Drew’s clients appreciate his friendly, approachable style and his straightforward approach to the investment process is easy for people to understand. He takes the time to get to know each of his clients and genuinely cares about their financial well-being. Clients put their trust in Drew and his greatest reward is helping them accomplish their goals.
Drew currently resides in Henrico, Virginia with his wife, Vivian. Together they enjoy traveling and spending quality time with family. They spend their free time following sports, watching movies, and supporting their community by volunteering at local charities such as the Richmond Food Bank, Big Brothers Big Sisters, Habitat for Humanity, and Bright Beginnings.