Drew Stevens personal email
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Drew Stevens phone numbers
With over four decades of experience, I'm a dedicated Fiduciary Financial Advisor committed to serving those often overlooked by traditional financial services. My mission goes beyond numbers—I provide compassionate, personalized guidance for individuals navigating life's complex financial transitions, especially retirees who:• Feel unheard by their current financial advisor• Are experiencing the financial challenges of widowhood or divorce• Seek genuine respect and truly personalized financial planningExpertise That Sets Me Apart:• Tax-Free Retirement Architect: Crafting strategies that maximize your retirement income while minimizing tax burdens.• Social Security Optimization Maven: Author of the Amazon bestseller "Understanding Social Security: How to Optimize Your Retirement Benefit".• Wealth Preservation Guardian: Safeguarding your hard-earned assets with a compassionate, personal touch.• IRMAA Cost Reduction Strategist: Innovative approaches to potentially save thousands in Medicare premiums.• Holistic Financial Educator: Empowering clients with knowledge, not just managing money.• Fiduciary Commitment: Always acting in YOUR best interest, legally and ethically bound to put your financial well-being first.My Commitment to You: I don't just manage money—I build trust. As a fiduciary, I provide tailored solutions that truly reflect your unique life story. Whether you're dealing with the financial complexities of loss, seeking clarity after a major life transition, or simply wanting a financial advisor who truly listens, I'm here to create a personalized roadmap to your ideal retirement.Ready to Master Your Retirement?If you're looking to take control of your financial future and want a partner who prioritizes your goals above all else, let's connect. Whether you're planning for retirement, seeking to optimize Social Security benefits, or aiming to build lasting wealth, I'm here to guide you every step of the way.📅 Schedule a complimentary retirement strategy session: https://bit.ly/3MAeS62 #RetirementMastery #WealthWithWisdom #TaxFreeRetirement #SocialSecurityAuthority #FinancialEmpowerment
Wisdom To Wealth Financial Advisory
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Wealth Management And Retirement SpecialistWisdom To Wealth Financial Advisory Feb 2002 - PresentWith over 40 years of experience in financial services, customer service, and sales, I focus on helping individuals who feel overwhelmed by the financial markets, dedicating myself to educating and empowering clients to achieve the retirement they deserve. My client-centric approach and emphasis on financial education have led to remarkable outcomes:Key Accomplishments:Increased assets under management by 42% in the first year through effective client education and strategic financial planningCarefully evaluate the financial status and outline goals of 150+ clients annually, resulting in a 95% success rate in meeting or exceeding their financial objectivesMaintain a 98% client retention rate over the past decade, significantly above the industry average of 75%Increased client satisfaction rating by 33% in 9 months through enhanced educational initiatives, achieving an overall satisfaction score of 4.8/5Areas of Expertise:Wealth Management: Grew client portfolios by an average of 12% annually over the past 5 yearsRetirement Planning: Successfully transitioned 98% of clients to retirement with 100% of their projected income needs metEstate Planning: Helped clients reduce potential estate tax liabilities by an average of 40% through strategic planningSocial Security Optimization: Increased clients' lifetime Social Security benefits by an average of $100,000 through optimal claiming strategiesTax Efficiency: Reduced clients' effective tax rates by an average of 4.5 percentage points through tax-aware investing and distribution strategiesMy approach goes beyond traditional financial advising by integrating innovative strategies that enhance lifestyle, liquidity, and legacy. I bring a wealth of knowledge, a results-driven mindset, and a passion for financial education to empower clients on their journey towards financial success.Certifications: - LIfe and Health Insurance- Annuities- Series 66- SIE- Series 7 - awaiting Sponsorship
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Transformation Maestro | Business Resurgence Strategist | Fractional CxoStevens Performance Oct 2004 - Dec 2010Our focus is on partnering with emerging and mature organizations that are disrupting markets or seeking turnaround or restructure expertise. We also aid family owned businesses with succession and exit strategies. • Develop and implement revenue operationalization strategy to scale the organization for an eventual exit. • Create succession and exit planning strategies for senior leaders.• Document and communicate financial and operational results to all organizational stakeholders in a meaningful manner. • Create and implement customer journey mapping to ensure value, brand and recognition in the competitive space.• Develop marketing and branding strategies to ensure industry name recognition.• Sit on board of directors to ensure an organizational transition to help scale the portfolio organization.• Create and implement financial planning and wealth planning strategies for executive teams.
Drew Stevens Skills
Drew Stevens Education Details
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NssaAccounting And Finance -
Capella UniversityLeadership And Management
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University Of PhoenixInternational/Global Studies
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Rutgers UniversityHistory/English
Frequently Asked Questions about Drew Stevens
What company does Drew Stevens work for?
Drew Stevens works for Wisdom To Wealth Financial Advisory
What is Drew Stevens's role at the current company?
Drew Stevens's current role is Financial Advisor | Retirement Educator | Author of "Understanding Social Security - How to Optimize Your Retirement Benefit" | 40+ Years in Financial Services.
What is Drew Stevens's email address?
Drew Stevens's email address is pu****@****ail.com
What is Drew Stevens's direct phone number?
Drew Stevens's direct phone number is +131457*****
What schools did Drew Stevens attend?
Drew Stevens attended Nssa, Capella University, University Of Phoenix, Rutgers University.
What are some of Drew Stevens's interests?
Drew Stevens has interest in Ms Office, Children, Dos, Education, Salud, Peoplesoft, Salesforce, Oracle, Animal Welfare, Apple.
What skills is Drew Stevens known for?
Drew Stevens has skills like Leadership, Strategy, Marketing Strategy, Business Development, Marketing, Training, Social Media Marketing, Public Speaking, Sales, New Business Development, Social Networking, Social Media.
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