As Vice President of Private Wealth Management and a Certified Financial Planner™ practitioner, Drew works with families & entrepreneurs through the financial planning process utilizing wealth advisory, business transition, and estate planning techniques. Drew is committed to helping clients meet their goals and investment objectives using comprehensive planning.
Drew has over 10 years of experience in the financial services industry. Prior to joining Capital Wealth Advisors in 2023, Drew served as Investment Executive at Fifth Third Securities from 2020-2023. Previously, Drew was a Wealth Management Advisor for Truist from 2018-2020. Prior to Truist, he worked at Fifth Third in various capacities from 2012-2018.
Drew resides in Charlotte, North Carolina with his wife Brittany, their son Drewry, and their Silver Labrador, Smoak. They enjoy spending time on the Isaacson family farm hunting and being outdoors along with regular trips to the Charleston area to visit family. In his spare time, Drew loves watching his Dallas Cowboys play, doing projects around the house, and being a Dad.
Education
- BS in Business and Economics, Wheaton College
Designations & Licenses
- CERTIFIED FINANCIAL PLANNER™ Certification
- Life, Health, and Variable Annuity License
- Series 65