I want you to be a confident investor

I want you to be a confident investor so you can work toward your life goals and dreams. I will strive to empower you through customized, goal-oriented investment strategies. I believe long-term relationships are built on the trust I aim to earn through integrity, hard work and service.

Stephanie Drew, CDFA

Financial Advisor

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.

Certificates

CDFA

Our Location

We’re conveniently located at the address below. Give us a call or stop by our office during business hours to schedule a meeting to discuss your financial future. By getting to know you and your financial outlook, we can begin charting an investment path toward your goals.
couple on boat at sunset

Bringing Confidence to Your Investment Planning

I help clients pursue their investment goals with sound financial strategies. You deserve a personal, tailored plan. Lasting, meaningful, and open relationships are the foundation of my practice. You’ve worked hard for your money and should feel confident with your investment choices as you make decisions for your financial future.

We’ll make financial and investment recommendations with your best interest at heart.

Our Commitment

We work hard to serve our clients’ best interests through careful planning and transparent actions. When working with us, you’ll know the reasons for our recommendations and any fees associated with them. You’ll receive timely attention when you have a concern or question. And we can work together in person, by phone, or via email – whichever works best for you.