Drew Stotler
Work optional isn’t a dream-it’s a plan. Let’s build it. Financial Advisor for Sales pros, Project Managers, and Service-based business owners that want custom investment, tax, and estate strategies. 13+ years experience
- Role
- Financial Advisor at Rockwood Financial
- Location
- Eureka, MO, US
- LinkedIn followers
- 500 followers
About Drew Stotler
Building true, durable wealth can seem overwhelming, confusing, and time consuming…but it doesn\'t have to be. It also might seem like it takes decades to reach a point in your life where work becomes OPTIONAL, but it doesn\'t have to. In my 20+ years of experience in the financial sector, I\'ve seen a lot of challenges and know how to help you overcome them. From paying too much in taxes, to helping you build wealth that can span generations, my clients all generally want one common thing: someone they can trust to help them make smart decisions with their money-Changing jobs and want help with your old retirement account (401k, 403B, 457 etc)-High earner making + that wants to build a smart financial plan that seeks to grow their wealth and pay less in taxes-Retiring within 5 years with at least in assets?These people generally want someone to educate them, guide them, and partner with them throughout their lives.They want someone with a process and a philosophy that aligns with their goals and values.not a sales person worried about their own agenda or quotas.They want a partner.That partner is me and my team at Rockwood Financial. REACH OUT to me via email: d••••••••@lpl.com or my website: and advisory services are offered through LPL Financial (LPL), a registered investment advisor, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above. Rockwood Financial and LPL Financial are separate entities.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Experience
Financial Advisor
Apr 2020 — Present · Eureka, MO, US
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above. Rockwood Financial and LPL Financial are separate entities.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Education
College for Financial Planning
Accredited Asset Management Specialist
2015 — 2015
Jefferson College
Business
2009 — 2013
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