Stephanie Drew, CDFASenior Financial Advisor
Certified Divorce Financial Analyst®
Stephanie’s diverse financial background, more than 10 years in the financial industry and upbringing as a global citizen all give her knowledge and perspective, she leverages to help her clients every day. She takes pride in her unbiased, open-minded approach to providing clients with comprehensive advice and guidance, and in her ability to quickly build relationships and rapport with a mix of clients at all ages and stages of life. No matter who they are or when they start, Stephanie’s priority is to help clients manage their financial futures with the goals of living well and retiring comfortably. As a result of Stephanie's ongoing commitment to always putting her clients' first, she was named as one of 2023 Forbes Top Next-Gen Wealth Advisors Best-In-State.
Stephanie works with individuals, business owners, retirees and growing families to help them build a strong investment plan based on their own personal goals and level of risk tolerance. She specializes in working with women, including widows and divorcees, helping female clients strengthen their financial literacy and navigate and thrive in circumstances specific to their situations. Stephanie is a Certified Divorce Financial Analyst® helping couples and their attorneys achieve equitable divorce settlements using knowledge of tax law, asset distribution, and short – and long-term financial planning. She is known for her can-do attitude, glass-half-full outlook and for always striving to put her clients first.
Born in New Jersey, Stephanie spent her childhood in Germany and France, where her parents are from, and permanently moved to Florida when she was 10. She and her husband live in Fort Myers with their two young sons. A global citizen with three citizenships, she is also fluent in French and German. Stephanie stays active in her community helping advance financial literacy and supporting women’s causes. An avid world traveler, she has visited more than 50 countries. In her spare time she enjoys yoga, tennis and spending time with her family at the beach or on the water.
1) The use of the CDFA® designation does not permit Wells Fargo Advisors or its Financial Advisors to provide legal advice, nor is it meant to imply that the firm or its associates are acting as experts in this field.
2) The Forbes Top Next-Gen Wealth Advisors Best-in-State rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.