Drew Pinson

About Drew Pinson

I help business owners, entrepreneurs, and executives regain time in their lives for their families and careers, providing their wealth with the attention and knowledge it deserves. I am a First Vice President, Wealth Management Advisor and Senior Portfolio Manager at Merrill Lynch Wealth Management. Within my team, I am responsible for stewarding our custom investment program. I also serve as a lead advisor to an accomplished clientele, helping them enact a more cohesive approach to multiple facets of their wealth. Clients look to me to listen attentively to their needs and aspirations and then translate those priorities into tailored investment portfolios. I am highly experienced in creating custom investment plans for clients and then executing on those initiatives, refining my approach based on their needs and changing market conditions. I also connect clients to a suite of capabilities within my team and across the enterprise. As an Advisor within a 9-person team, I facilitate a broad complement of resources, from private wealth management to trust and estate planning services, banking and lending through Bank of America, and a full range of investments. NATIONAL RECOGNITION: • Forbes \"Best-in-State Wealth Management Teams\" list 2026, 2025, 2024, and 2023.(Published annually in January, rankings based on data as of March 31 of prior year) WHAT I VALUE: • Your time: I look to relieve the burden that wealth can pose, restoring more time in your life for your family, work, or personal passions. • Your input: My advice starts with your situation. I learn as much as I can, so that I can fine-tune my approach to your circumstances. • Your success: I embrace your goals as my own, demonstrating that intensity through my work ethic and responsiveness. MY BACKGROUND: • CFA® charter holder. • B.S. University of Oregon. • Nine years at BlackRock: Senior Portfolio Manager and Vice President. • Investment professional since 2008. REACH ME DIRECTLY: 50••••••21 d••••••••@ml.com *CFA® and Chartered Financial Analyst® are registered trademarks by CFA Institute.*Trust, fiduciary, and investment management services are provided by Bank of America, N.A, Member FDIC, and wholly owned subsidiary of Bank of America Corporation (\"BofA Corp.\"), and its agents.

Experience

1. Wealth Management Advisor, First Vice President

   Merrill Lynch

   Mar 2020 — Present

   Within Merrill, I hold the Senior Portfolio Manager designation within the Investment Advisory Program. A Senior Portfolio Manager can help clients pursue their objectives by managing on a discretionary basis his own Personalized or Defined Strategies, which may incorporate individual stocks and bonds, Merrill Lynch Wealth Management model portfolios, and third-party investment strategies. A Senior Portfolio Manager may make their strategies available to clients working with other Merrill Lynch Wealth Management Advisors.

Education

• University of Oregon

  Bachelor's Degree