Wealth Planner
Current
Aug 2024 - Present
AeroLeads people directory · profile
Rick Drew, Cfp®, Cima® Email & Phone Number
Empowering You And Your Money To Do Great Things!
at
Advocus Private Wealth
LinkedIn matched
✓ Verified May 2026
3 data sources
Profile completeness 86%
Current company
Role
Empowering You And Your Money To Do Great Things!
Location
Charlotte, North Carolina, United States
Who is Rick Drew, Cfp®, Cima®? Overview
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Quick answer
Rick Drew, Cfp®, Cima® is listed as Empowering You And Your Money To Do Great Things! at Advocus Private Wealth, based in Charlotte, North Carolina, United States. AeroLeads shows a matched LinkedIn profile for Rick Drew, Cfp®, Cima®.
Rick Drew, Cfp®, Cima® previously worked as Wealth Planner at Advocus Private Wealth and Managing Director | Portfolio Manager at Sedna Wealth Management. Rick Drew, Cfp®, Cima® holds Bachelor Of Science - Bs, Business Administration from Florida Agricultural And Mechanical University.
Company email context
Email format at Advocus Private Wealth
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Advocus Private Wealth
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Profile bio
About Rick Drew, Cfp®, Cima®
Rick Drew, Cfp®, Cima® is a Empowering You And Your Money To Do Great Things! at Advocus Private Wealth.
Current workplace
Rick Drew, Cfp®, Cima®'s current company
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7 roles
Rick Drew, Cfp®, Cima® work experience
A career timeline built from the work history available for this profile.
Managing Director | Portfolio Manager
Jan 2018 - Aug 2024
Regional Director
Jan 2010 - Oct 2017
Wholesaler
Jan 2007 - Jan 2010
Associate Sales Consultant
Jan 2004 - Dec 2006
Supervisor
Jan 2001 - Dec 2003
Trader
Aug 1998 - Dec 2000
4 education records
Rick Drew, Cfp®, Cima® education
Bachelor Of Science - Bs, Business Administration
Literature, Science And Arts
Certified Investment Management Analyst
Certified Financial Planning
FAQ
Frequently asked questions about Rick Drew, Cfp®, Cima®
Quick answers generated from the profile data available on this page.
What company does Rick Drew, Cfp®, Cima® work for?
Rick Drew, Cfp®, Cima® works for Advocus Private Wealth.
What is Rick Drew, Cfp®, Cima®'s role at Advocus Private Wealth?
Rick Drew, Cfp®, Cima® is listed as Empowering You And Your Money To Do Great Things! at Advocus Private Wealth.
Where is Rick Drew, Cfp®, Cima® based?
Rick Drew, Cfp®, Cima® is based in Charlotte, North Carolina, United States while working with Advocus Private Wealth.
What companies has Rick Drew, Cfp®, Cima® worked for?
Rick Drew, Cfp®, Cima® has worked for Advocus Private Wealth, Sedna Wealth Management, Wells Fargo Asset Management, Evergreen Investments, and Wells Fargo Advisors.
How can I contact Rick Drew, Cfp®, Cima®?
You can use AeroLeads to view verified contact signals for Rick Drew, Cfp®, Cima® at Advocus Private Wealth, including work email, phone, and LinkedIn data when available.
What schools did Rick Drew, Cfp®, Cima® attend?
Rick Drew, Cfp®, Cima® holds Bachelor Of Science - Bs, Business Administration from Florida Agricultural And Mechanical University.
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