Drew believes financial education is an important component of client relationships, empowering clients to take a highly participatory approach in their wealth management plans. He states, “My clients’ value knowledge-sharing and transparency about the investments and strategies I recommend on their behalf. For me, it is rewarding to have clients that are engaged and intellectually curious about their portfolios. Wealth management should be collaborative and not conducted in a vacuum.”
Trina Jones, a registered client associate since 1995 with more than 25 years of administrative experience, supports Drew and seeks to offer a high-touch level of service for all clients.
Drew joined Stephens in 1999. He graduated from the University of Arkansas in Little Rock with a Bachelor of Science in Finance. In 2008, he completed Stephens University at Wake Forest, an advanced wealth management program.
In his free time, Drew enjoys fishing, boating, hunting, and coin collecting.