Drew Backenstoss

I help empower people-first leaders and their teams to secure their financial futures and simplify retirement plan compliance using our five-step financial wellness solution | Financial Advisor

Role
Financial Advisor at Edward Jones
Location
Lehi, UT, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Drew Backenstoss

As a Financial Advisor at Edward Jones, I focus on helping people-first leaders and their teams to secure their financial futures while simplifying retirement plan compliance through a five-step financial wellness solution. Have you ever felt: Overwhelmed by the demands of balancing your career and personal finances, leading to stress and anxiety? Frustrated and perplexed trying to navigate complex ERISA regulatory requirements? Determined to alleviate your team members\' financial stress and improve their financial literacy for a successful retirement, yet unsure where to begin? If you\'ve struggled to find a trusted advisor who not only helps you achieve your personal financial goals but also focuses on employee financial wellness and employer retirement plan optimization, you\'re not alone. I\'m proud to share that, with my extensive background in HR and the exceptional resources offered by Edward Jones, I\'m here to assist you: Feel empowered with the right professional support to create a comprehensive financial strategy, allowing you to focus on your career without unnecessary financial distractions. Gain control and relief with access to top-tier retirement plan optimization services, simplifying the complexities of ERISA compliance. Achieve fulfillment by supporting your team through a personalized and impactful financial wellness program, preparing them effectively for retirement. To discover more about how I can help you and your team attain a solid financial outlook, please send me a direct message through LinkedIn or use the contact information provided below. Your financial well-being is my top priority. 80••••••55 d••••••••@edwardjones.com Employee Financial Wellness | 401(k) Plan Optimization | Retirement Plan Consulting For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see

Experience

  1. Financial Advisor

    Edward Jones

    Mar 2023 — Present · Lehi, UT, US

Education

  • Brigham Young University

    Bachelor of Science, Business Management, Finance Emphasis

    2009 — 2014

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Drew Backenstoss — Financial Advisor at Edward Jones in Lehi, UT, US | Unifers