Stephanie Drew, CDFA

My diverse financial background and upbringing as a global citizen give me knowledge I leverage to help my clients. I take pride in my unbiased approach to providing clients with comprehensive advice and guidance. As a result on my ongoing commitment, I was named one of 2025 Forbes Top Women Wealth Advisors Best-in-State. I work with individuals, business owners, retirees and growing families to build a strong investment plan centered around their goals and risk tolerance. I am a Certified Divorce Financial Analyst, helping couples and their attorneys achieve equitable divorce settlements. I am fluent in German and French and live in Ft. Myers with my husband and our two sons. In my spare time, I enjoy yoga, tennis and spending time with my family at the beach or on the water. 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. 2025 Forbes Top Women Wealth Advisors Best-in-State: Awarded February 2025; Data compiled by SHOOK Research LLC based on the time period from 9/30/23 - 9/30/24 (Source: Forbes.com) The Forbes Top Women 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.