Drew Henrickson
Senior Vice President, Columbia Wealth Advisors Senior Wealth Advisor, RJFS
- Role
- SVP, Senior Financial Advisor at Columbia Bank
- Location
- Tacoma, WA, US
- LinkedIn followers
- 500 followers
About Drew Henrickson
Deliver effective wealth management solutions for business owners and high net worth individuals. My client\'s goals are to create wealth, preserve wealth, or dedicate wealth for family or charitable purposes. My commitment is being a long term trusted advisor to all stages in life.Securities offered through Raymond James Financial Services, Inc, member FINRA/SIPC, and are not insured by bank insurance, the FDIC or any other government agency, are not deposits or obligations of the bank, are not guaranteed by the bank, and are subject to risks, including the possible loss of principal. Columbia Wealth Advisors and Umpqua Bank are not registered broker/dealers, and are independent of Raymond James Financial Services. Investment Advisory Services offered through Raymond James Financial Services Advisors, Inc. Please follow this link to Important Disclosure Information: http://raymondjames.com/smicd.htmCertified Financial Planner Board of Standards, Inc.(CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.Located at Umpqua Bank 1301 A St, Ste 800 Tacoma, WA 98••••••••08Specialties: Retirement Planning, Advanced Estate Planning, Business Exit Planning
Experience
SVP, Senior Financial Advisor
Jan 2009 — Present · Tacoma, WA, US
Education
Eastern Washington University
Bachelor of Arts
1989 — 1994
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