Drew has been in the financial services industry for more than 35 years. He rose to the position of First Vice President with Merrill Lynch from a tenure that extended from 1983 until 2007. He then established PAX Partners of Raymond James & Associates in order to create a platform for perpetuity to what has become an innovative proprietary practice. A graduate of the University of Pennsylvania, he holds a Bachelor of Business Administration degree, the CERTIFIED FINANCIAL PLANNER™ certification, and designations of Certified Specialist in Estate Planning and Certified Exit Planning Specialist.
Originally from Havertown, Pennsylvania, Drew resides in Wayne with his wife of thirty-two years, Dierdre. They have two adult children, Angel and Gabe. Drew is active in his church and involved in his community, working with The Taylor Community Foundation, Surrey Services, and the Amigos de Jesus Orphanage. He also serves on the Advisory Boards of HOW Properties and ABR Dynamic Funds.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Raymond James is not affiliated with the above organizations and/or charitable causes.