Senior Vice President–Wealth Management
Financial Advisor
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Senior Vice President–Wealth Management
Financial Advisor
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Authorized Officer
Registered Client Associate
Authorized Officer
Registered Client Associate
Senior Wealth Strategy Associate
Senior Wealth Strategy Associate
Senior Wealth Strategy Associate
CERTIFIED FINANCIAL PLANNER
Drew specializes in comprehensive wealth planning for successful individuals, families, and business owners. His approach centers on helping clients align their financial resources with their personal and financial goals through customized planning strategies tailored to their unique circumstances.
Drew's areas of expertise include estate planning coordination, tax-efficient wealth strategies, retirement income planning, wealth transfer planning, and investment management. He is passionate about simplifying complex financial matters and serving as a trusted associate as clients work to build, preserve, and transfer wealth across generations.
As a Certified Financial Planner® professional, Drew is committed to providing thoughtful, personalized guidance that helps clients pursue financial confidence and make meaningful progress toward their long-term objectives.
Drew resides in South Boston, Massachusetts. Outside of the office, he enjoys endurance athletics and golf. An avid runner and triathlete, he has completed multiple marathons and Half Ironman races, and can often be found on the golf course in his spare time.
Credentials
Senior Wealth Strategy Associate
CERTIFIED FINANCIAL PLANNER
Drew specializes in comprehensive wealth planning for successful individuals, families, and business owners. His approach centers on helping clients align their financial resources with their personal and financial goals through customized planning strategies tailored to their unique circumstances.
Drew's areas of expertise include estate planning coordination, tax-efficient wealth strategies, retirement income planning, wealth transfer planning, and investment management. He is passionate about simplifying complex financial matters and serving as a trusted associate as clients work to build, preserve, and transfer wealth across generations.
As a Certified Financial Planner® professional, Drew is committed to providing thoughtful, personalized guidance that helps clients pursue financial confidence and make meaningful progress toward their long-term objectives.
Drew resides in South Boston, Massachusetts. Outside of the office, he enjoys endurance athletics and golf. An avid runner and triathlete, he has completed multiple marathons and Half Ironman races, and can often be found on the golf course in his spare time.
Credentials
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
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