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Start for FreeDrew Pinson
Wealth Management Advisor, First Vice President @Merrill Lynch
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WORK HISTORY
Wealth Management Advisor, First Vice President @Merrill Lynch
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
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.
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