Drew Stevens works with individuals and organizations that grapple with finances and transforms them into wealthy professionals with the liquidity and lifestyle they desire to live with profound longevity in order to create a legacy. Mr. Stevens has worked on Wall Street since 1985, his experience has enabled him to work with individuals seeking estate and retirement analysis as well as commercial and investment bankers, to conduct several mergers & acquisitions totaling over $2.5B.
Drew was given very poor financial advice many years ago creating personal and professional upheavel. Drew felt helpless as he watched his family suffer and struggle with financial decisions. He immediately decided this is the life he must lead – teach others to be in control and feel confident about their decisions.
Through his heartbreaking experience, he found a silver lining when he realized that he could make a profound difference in someone’s life by helping them navigate important financial decisions. His love for teaching, his passion for listening and helping others, coupled with his fascination with financial services, led him to a career he is passionate about. It is Drew’s calling. Now over 35 years, he has never stopped learning, educating others and growing through his work.
He contributed 14 books and over 4500 articles and Internet articles to stimulate others to increase their knowledge and awareness of the financial markets. He is a registered insurance professional and working actively towards his investment advisory certification. Mr. Stevens is a well-known international keynote speaker and seminar producer.
Drew Stevens Current Resident and Non Resident Licensure – Life, Accident and Health
· Missouri – Resident
· Illinois – Non Resident
· New Jersey – Non Resident
· Washington – Non Resident
· Tennessee - – Non Resident
· North Carolina– Non Resident
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