Stephanie Drew

Role
Senior Financial Advisor, First Vice President- Investments at Wells Fargo Advisors
Location
Fort Myers, FL, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Stephanie Drew

My diverse financial background, more than 14 years in the financial industry, and…

Experience

  1. Senior Financial Advisor, First Vice President- Investments

    Wells Fargo Advisors

    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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