Drew Talbot

Wealth Management & Financial Planning | CFP® Path | BYU Finance

Role
Private Portfolio Manager at Willis Johnson Wealth
Location
Provo, UT, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Drew Talbot

I’m a Finance student at Brigham Young University pursuing the CFP® certification, driven…

Experience

  1. Private Portfolio Manager

    Willis Johnson Wealth

    Jun 2023 — Present

    Build and actively manage a concentrated equity portfolio with exposure to high-growth sectors.• Apply disciplined investment strategies that integrate company fundamentals with broader economic trends to identify long-term value.• Allocate capital with intention, balancing downside protection and growth opportunities to support sustainable wealth creation.

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Drew Talbot — Private Portfolio Manager at Willis Johnson Wealth in Provo, UT, US | Unifers