Drew is a Co-Founder and Managing Director - Investments of The Venture Strategies Group of Wells Fargo Advisors established in March 2019. He is also part on the new Private Wealth Management (PWM) initiative at the firm.
Drew’s responsibilities include advising the group’s institutional, family office and individual clients. He takes the lead role in setting Investment Policy, multi-generational and charitable planning and Strategic Asset Allocation for our clients and is in charge of our total return strategies. Prior to joining Wells Fargo Advisors, Drew had similar responsibilities at Morgan Stanley and UBS Financial Services. He has been married to his wife Vicki for 33 years and has three children Spencer (29), Jessica (75), Danielle (24), one daughter-in-law Shallon (30) and one grandson Blair Thomas (2 months). Drew lives in Santa Barbara and spends much of his spare time in the mountains of Colorado fly-fishing and skiing.
California Insurance License Number 0G49679
Resident State of CA