Marc D. Drew, Chfc

Marc D. Drew, Chfc Email and Phone Number

Vice President @ Equitable Advisors
Marc D. Drew, Chfc's Location
Salt Lake City, Utah, United States, United States
Marc D. Drew, Chfc's Contact Details

Marc D. Drew, Chfc work email

Marc D. Drew, Chfc personal email

About Marc D. Drew, Chfc

As an avid SCUBA diver, I know the importance of proper planning, having the right equipment and knowing what to do IF something goes wrong. That knowledge carries into my financial practice for my clients as I put together comprehensive financial plans to assist them in meeting their financial goals. In my current capacities, I wear a couple of different hats:As Vice President for Equitable Advisors in Salt Lake City, I have the privilege of leading and growing our branch that oversees all of Utah, Idaho and Western Wyoming. In the past eight years since my arrival, we have assembled a talented team of both new advisors looking to build careers in the financial industry as well as experienced advisors looking to provide more value and services to their existing clients. Our new advisors combined with our existing experienced advisors allows us the opportunity to reach out to more people and make a difference in their lives. As a Financial Professional, my goal is to assist my clients with appropriate and suitable strategies for asset accumulation, preservation and transfer of wealth. I wanted a career that made a difference in peoples lives and as a financial professional, I achieve that goal every day. My professional experience combined with the products and services offered through Equitable Advisors and our partners can help you build a path toward a successful financial future.Marc Drew, a Southern California native is currently a Vice President for Equitable Advisors. Marc began his financial career with AXA Advisors in 2003 and returned in 2012 after working for MetLife, The Lotter Group and The Pollakov Financial Group between 2009 and 2012.

Marc D. Drew, Chfc's Current Company Details
Equitable Advisors

Equitable Advisors

View
Vice President
Website:
equitable.com
Employees:
3118
Marc D. Drew, Chfc Work Experience Details
  • Equitable Advisors
    Vice President
    Equitable Advisors Jan 2020 - Present
    Greater Salt Lake Area
    Equitable Advisors is the brand name of AXA Advisors, LLC.
  • Axa Advisors, Llc
    Regional Vice President, West Region Of Axa Advisors
    Axa Advisors, Llc Nov 2016 - Jan 2020
    Greater Salt Lake City Area
  • Axa Advisors, Llc
    Financial Consultant
    Axa Advisors, Llc Apr 2012 - Apr 2016
    Greater San Diego Area
    Providing sound financial advice to meet a clients specific investment goals and objectives
  • Massmutual Financial Group/Pollakov Group
    Financial Advisor
    Massmutual Financial Group/Pollakov Group Feb 2013 - Apr 2014
    La Jolla, Ca
    Provide sound financial advice to clients
  • The Lotter Group
    Director Of Recruiting
    The Lotter Group Sep 2012 - Dec 2012
    Newport Beach, Ca

Marc D. Drew, Chfc Skills

Wealth Management Financial Planning Executive Benefit Strategies Retirement Planning Investment Advisory Services Investment Planning Tax Efficient Investing Strategies Estate Planning Strategies Estate Planning

Marc D. Drew, Chfc Education Details

Frequently Asked Questions about Marc D. Drew, Chfc

What company does Marc D. Drew, Chfc work for?

Marc D. Drew, Chfc works for Equitable Advisors

What is Marc D. Drew, Chfc's role at the current company?

Marc D. Drew, Chfc's current role is Vice President.

What is Marc D. Drew, Chfc's email address?

Marc D. Drew, Chfc's email address is xx****@****ail.com

What is Marc D. Drew, Chfc's direct phone number?

Marc D. Drew, Chfc's direct phone number is +190970*****

What schools did Marc D. Drew, Chfc attend?

Marc D. Drew, Chfc attended Grossmont College, El Cajon Valley High School.

What skills is Marc D. Drew, Chfc known for?

Marc D. Drew, Chfc has skills like Wealth Management, Financial Planning, Executive Benefit Strategies, Retirement Planning, Investment Advisory Services, Investment Planning, Tax Efficient Investing Strategies, Estate Planning Strategies, Estate Planning.

Who are Marc D. Drew, Chfc's colleagues?

Marc D. Drew, Chfc's colleagues are Sinan Ulu, Joseph Dimora, Gregg Laspisa, Clu, Derek Boyle, Christopher G. Fines, Cfp®, Ricp®, Joseph Theam, Kevin Kearney.

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