Rick Drew

Empowering You And Your Money To Do Great Things!

Role
Wealth Planner at Advocus Private Wealth
Location
Charlotte, NC, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

Experience

  1. Wealth Planner

    Advocus Private Wealth

    Aug 2024 — Present

Education

  • The Wharton School

    Certified Investment Management Analyst

  • Florida Agricultural and Mechanical University

    Bachelor of Science - BS

  • University of Michigan

    Literature, Science and Arts

  • North Carolina State University

    Certified Financial Planning

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Rick Drew — Wealth Planner at Advocus Private Wealth in Charlotte, NC, US | Unifers