Stephanie Drew
- Role
- Senior Financial Advisor, First Vice President- Investments at Wells Fargo Advisors
- Location
- Fort Myers, FL, US
- LinkedIn followers
- 500 followers
About Stephanie Drew
My diverse financial background, more than 14 years in the financial industry, and…
Experience
Senior Financial Advisor, First Vice President- Investments
Apr 2015 — Present
As a Financial Advisor, I am dedicated to helping individuals and businesses develop financial and investment strategies that line up with their needs, goals and risk tolerance. My mission is to provide every client with targeted, comprehensive advice - delivered with the highest level of personal service and professional integrity.
Education
Florida Gulf Coast University
Bachelor's Degree, Business, Management, Marketing, and Related Support Services
2007 — 2010
Skills
- French to English
- German-English
- Financial Advisory
- Team Leadership
- Investments
- Leadership
- Asset Allocation
- Investment Advisory
- Mutual Funds
- Relationship Management
- Financial Services
- Retail Banking
- Retirement Planning
- Strategic Planning
- Customer Service
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