Andrew (Drew) Abysalh Cfp®, Nssa® Email and Phone Number
Andrew (Drew) Abysalh Cfp®, Nssa® work email
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Andrew (Drew) Abysalh Cfp®, Nssa® personal email
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As a financial advisor, I work with clients to understand their financial goals and build plans aligned with short- and long-term needs and risk tolerance levels, recommending the most advantageous strategies to achieve improved financial outcomes. By defining investment strategies, allocating assets, and fostering long-term relationships, I serve as a partner in their successes. Leveraging a proactive approach, I maintain ongoing communication to share ideas and opportunities. I began my career in residential real estate and, in 2009, founded my own luxury firm, where I collaborated with buyers, sellers, and renters to maximize value in the highly competitive Boston market. I developed long-term relationships with clients along the entire value chain, and in 2019, I parlayed my experience in cultivating client partnerships into a role as a financial consultant. Initially with Fidelity Investments, I grew my portfolio from the ground up, scaling it to more than $400M in assets under management. I presently work with the Strategy Financial Group, where I am set to exceed expectations based on my accomplishments resulting from my ongoing commitment to my clients and their goals. If you would like to discuss creating a plan to achieve your financial needs, contact me at drewabysalh@gmail.com.Core Competencies:Client Relationship CultivationNew Business Development Wealth Advisory ServicesPortfolio Management Investment Consulting Retirement PlanningFinancial Analysis Asset Allocation
Strategy Financial Group
View- Website:
- strategyfinancialgroup.com
- Employees:
- 8
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Financial AdvisorStrategy Financial Group 2023 - Present -
Financial Consultant [2020-Present]; Investment Consultant [2019-2020]; Financial Rep [2019]Fidelity Investments 2019 - 2023Engage with potential and existing clients to build and manage book of approximately 600 households to facilitate retirement planning services and asset allocation strategies. Meet with clients up to 4 times per year to review investment plans and implement changes based on personal goals and professional circumstances. Conduct cold calling to reach new clients and maintain 21 appointments weekly. Oversee and manage book of upwards of $400M with $100M in managed assets. -
Co-OwnerEcho Real Estate, Llc 2015 - 2019Launched and ran this residential brokerage firm that catered to buyers and sellers. Capitalized on in-depth knowledge of real estate market to help clients identify appropriate properties and serve as guide through purchasing process. Leveraged multiple listing system [MLS] to maintain understanding of housing inventory.
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Owner/BrokerBoston Luxe Real Estate 2009 - 2015Founded and ran successful brokerage firm focused on buyers, sellers, and renters. Completed $1M+ in rentals annually. Generated referral business and promoted sales by staging properties to appeal to potential buyers. Drafted contracts and led negotiations on behalf of buyers and sellers to close approximately $10M worth of real estate deals annually. Oversaw 57 agents. Purchased 37 rental units in Rhode Island and managed properties through Dreamland. Subsequently exited business and executed sale of all units. -
Realtor / Broker OwnerBeantown Homes, Llc 2009 - 2010Provided high-end rental and purchasing consulting and brokerage services to Boston area home seekers.
Andrew (Drew) Abysalh Cfp®, Nssa® Education Details
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Bachelor Of Science - Bs
Frequently Asked Questions about Andrew (Drew) Abysalh Cfp®, Nssa®
What company does Andrew (Drew) Abysalh Cfp®, Nssa® work for?
Andrew (Drew) Abysalh Cfp®, Nssa® works for Strategy Financial Group
What is Andrew (Drew) Abysalh Cfp®, Nssa®'s role at the current company?
Andrew (Drew) Abysalh Cfp®, Nssa®'s current role is Wealth Advisor & Financial Consultant.
What is Andrew (Drew) Abysalh Cfp®, Nssa®'s email address?
Andrew (Drew) Abysalh Cfp®, Nssa®'s email address is an****@****uxe.com
What schools did Andrew (Drew) Abysalh Cfp®, Nssa® attend?
Andrew (Drew) Abysalh Cfp®, Nssa® attended Anna Maria College.
What are some of Andrew (Drew) Abysalh Cfp®, Nssa®'s interests?
Andrew (Drew) Abysalh Cfp®, Nssa® has interest in Football, Casinos, Exercise, Sweepstakes, Home Improvement, Donor, Reading, Gourmet Cooking, Sports, Watching Basketball.
Who are Andrew (Drew) Abysalh Cfp®, Nssa®'s colleagues?
Andrew (Drew) Abysalh Cfp®, Nssa®'s colleagues are Janice Jaeger, Brorlynn Day, Doran J. O'brien, Calvin Goetz, Anthony Olson, Nyasha Barlow, Donna Melancon.
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