DA

Drew A

Financial Consultant

Drew A is a Financial Consultant at TIAA, providing strategic advisory services on complex financial transactions and wealth management strategies since January 2023. Previously, Drew worked at Fidelity Investments as a Wealth Management Specialist, where relationship cultivation and customized solutions played key roles in optimizing client portfolios. Prior experience includes roles at MetLife as an Annuities Customer Service Supervisor, at Vanguard as a Relationship Manager handling operational tasks and client issues, and at LPL Financial as AVP, Client Experience Manager, focusing on complex case escalations and process enhancements. Drew A holds an Associate's degree in Finance from George Brown College.

Location

Charlotte, United States

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