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Drew Nelson, Cfp® Email & Phone Number
Managing Partner
at
Legacy25 Capital
1 work email found
@comerica.com
2 phones found area 914
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Managing Partner
Location
Houston, Texas, United States
Company size
Who is Drew Nelson, Cfp®? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Drew Nelson, Cfp® is listed as Managing Partner at Legacy25 Capital, a with 5 employees, based in Houston, Texas, United States. AeroLeads shows a work email signal at comerica.com, phone signal with area code 914, and a matched LinkedIn profile for Drew Nelson, Cfp®.
Drew Nelson, Cfp® previously worked as Sr. Vice President, Private Banking Advisor at Comerica Bank and Custom Credit Banker at Wells Fargo. Drew Nelson, Cfp® holds Bachelor'S Degree, Economics from University Of Illinois At Urbana-Champaign.
Company email context
Email format at Legacy25 Capital
This section adds company-level context without repeating Drew Nelson, Cfp®'s masked contact details.
*@comerica.com
68% confidence
AeroLeads found 1 current-domain work email signal for Drew Nelson, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Drew Nelson, Cfp®
Drew Nelson, Cfp® is a Managing Partner at Legacy25 Capital. He possess expertise in mortgage banking, refinance, mortgage lending, loans, fha and 2 more skills.
Listed skills include Mortgage Banking, Refinance, Mortgage Lending, Loans, and 3 others.
Current workplace
Drew Nelson, Cfp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Legacy25 Capital
8 roles
Drew Nelson, Cfp® work experience
A career timeline built from the work history available for this profile.
Sr. Vice President, Private Banking Advisor
Current
Jun 2022 - Present
Custom Credit Banker
Mar 2021 - May 2022
Private Banking Advisor
May 2020 - Mar 2021
Senior Private Banker
Mar 2019 - May 2020
First Vice President, Senior Private Banker
Nov 2014 - Feb 2019
Vice President, Wealth Management Banker
Merrill Lynch/Bank Of America
May 2013 - Nov 2014
National Account Executive
Jan 2011 - Apr 2013
1 education record
Drew Nelson, Cfp® education
FAQ
Frequently asked questions about Drew Nelson, Cfp®
Quick answers generated from the profile data available on this page.
What company does Drew Nelson, Cfp® work for?
Drew Nelson, Cfp® works for Legacy25 Capital.
What is Drew Nelson, Cfp®'s role at Legacy25 Capital?
Drew Nelson, Cfp® is listed as Managing Partner at Legacy25 Capital.
What is Drew Nelson, Cfp®'s email address?
AeroLeads has found 1 work email signal at @comerica.com for Drew Nelson, Cfp® at Legacy25 Capital.
What is Drew Nelson, Cfp®'s phone number?
AeroLeads has found 2 phone signal(s) with area code 914 for Drew Nelson, Cfp® at Legacy25 Capital.
Where is Drew Nelson, Cfp® based?
Drew Nelson, Cfp® is based in Houston, Texas, United States while working with Legacy25 Capital.
What companies has Drew Nelson, Cfp® worked for?
Drew Nelson, Cfp® has worked for Legacy25 Capital, Comerica Bank, Wells Fargo, Morgan Stanley, and Merrill Lynch/Bank Of America.
How can I contact Drew Nelson, Cfp®?
You can use AeroLeads to view verified contact signals for Drew Nelson, Cfp® at Legacy25 Capital, including work email, phone, and LinkedIn data when available.
What schools did Drew Nelson, Cfp® attend?
Drew Nelson, Cfp® holds Bachelor'S Degree, Economics from University Of Illinois At Urbana-Champaign.
What skills is Drew Nelson, Cfp® known for?
Drew Nelson, Cfp® is listed with skills including Mortgage Banking, Refinance, Mortgage Lending, Loans, Fha, Wealth Management, and Loan Origination.
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