Cara Drew

Cara Drew Email and Phone Number

Managing Director at NFN @ National Financial Network
new york, new york, united states
Cara Drew's Location
Greater Boston, United States
Cara Drew's Contact Details

Cara Drew personal email

Cara Drew phone numbers

About Cara Drew

I bring a wealth of expertise to NFN, drawing upon an extensive background in crafting comprehensive financial saving strategies for individuals and families, both in the short and long term. A distinguished member of the Million Dollar Round Table, many years as a conference qualifier and award recipient with various prominent Financial Services organizations. I have earned multiple awards in leadership including Sales Manager of the Year in 2020. I have been blessed to have appeared in podcasts and various periodicals based on how I serve my clients. After graduating with Bachelor of Science in Legal Studies from the University of Massachusetts-Amherst, I began my career in estate planning then transitioned naturally into Financial Services in 2011, focused on Protection Planning and Estate Planning. My evolution towards more holistic process was a natural progression, allowing me to actively engage with families' finances throughout their lives, rather than exclusively managing matters after their passing. I currently hold Series 6 and 63 certifications, along with Life, Accident, and Health licenses, empowering me to serve my clients with utmost proficiency. In addition to my role as a producer, I serve as Managing Director at NFN. In this capacity, I play a pivotal role in shaping and guiding the journeys of other Financial Representatives and Advisors. My responsibilities extend to recruiting and nurturing a dynamic team. Residing in Tyngsboro, Massachusetts, with my husband and three children—Trevor, Alexa, and Peighton. Outside of work, I dedicate time to fitness, actively participate in my family and children's activities, and indulge in the pleasures of boating on Lake Winnipesaukee with loved ones. Since 2003, I have been a committed member of a committee for the National Multiple Sclerosis Society, contributing to an annual fundraising effort that surpasses $30,000 annually for the organization. Cara Drew | 978.360.8191/COMPLIANCE:2024-325/

Cara Drew's Current Company Details
National Financial Network

National Financial Network

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Managing Director at NFN
new york, new york, united states
Website:
natfin.net
Employees:
153
Cara Drew Work Experience Details
  • National Financial Network
    Managing Director
    National Financial Network Dec 2023 - Present
    Greater Boston
    *Experienced Financial Professional *Managing DirectorRegistered Representative of Park Avenue Securities LLC (PAS). OSJ: 990 STEWART AVE, SUITE 200, GARDEN CITY NY, 11530, 516-745-5600. Securities products offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. NATIONAL FINANCIAL NETWORK, LLC is not an affiliate or subsidiary of PAS or Guardian. This material is intended for general use. By providing this content The Guardian Life Insurance Company of America, Park Avenue Securities LLC, affiliates and/or subsidiaries, and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services and make no representation as to the completeness, suitability, or quality thereof.
  • Penn Mutual
    Firm Director, Business Development
    Penn Mutual Sep 2017 - Dec 2023
    Wakefield, Massachusetts, United States
  • Massmutual
    Vice President Training And Sr. Partner; Financial Advisor
    Massmutual Jan 2016 - Sep 2017
    Greater Boston Area
  • Northwestern Mutual
    Financial Representative
    Northwestern Mutual Dec 2011 - Dec 2015
    Wellesley, Ma
  • Johnson & Johnson
    Sales Representative
    Johnson & Johnson Jul 2003 - Apr 2008
  • Mintz, Levin
    Senior Trusts And Estates Paralegal
    Mintz, Levin Dec 2000 - Jul 2003
  • American Dental Partners, Inc
    Executive Assistant
    American Dental Partners, Inc Jun 2000 - Dec 2000

Cara Drew Skills

Sales Estate Planning Long Term Care Disability Insurance Finance Life Insurance Insurance Strategy Mutual Funds Retirement Planning Fixed Annuities Series 63 Customer Service Retirement Term Life Insurance Financial Services Leadership

Cara Drew Education Details

Frequently Asked Questions about Cara Drew

What company does Cara Drew work for?

Cara Drew works for National Financial Network

What is Cara Drew's role at the current company?

Cara Drew's current role is Managing Director at NFN.

What is Cara Drew's email address?

Cara Drew's email address is ca****@****and.com

What is Cara Drew's direct phone number?

Cara Drew's direct phone number is +197836*****

What schools did Cara Drew attend?

Cara Drew attended University Of Massachusetts Amherst, University Of Hartford.

What skills is Cara Drew known for?

Cara Drew has skills like Sales, Estate Planning, Long Term Care, Disability Insurance, Finance, Life Insurance, Insurance, Strategy, Mutual Funds, Retirement Planning, Fixed Annuities, Series 63.

Who are Cara Drew's colleagues?

Cara Drew's colleagues are Mike Yoken, Alyssa Martin, William Brodeur, Aurora Anthony, Alexander M. Miradoli, Cfp®, Chfc®, Ricp®, Aaliyah Bennett, Karen Guo.

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