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Drew Crawford, CPFA®, CRPC™

Drew Crawford, CPFA®, CRPC™

Senior Vice President, Wealth Management Advisor

Followers of Drew Crawford, CPFA®, CRPC™500 followers
location of Drew Crawford, CPFA®, CRPC™Charlotte, North Carolina, United States

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  • Timeline

  • About me

    Wealth Management Advisor at Merrill Lynch Wealth Management

  • Education

    • Saint Bonaventure University

      1999 - 2001
      Master's Degree

    • Saint Bonaventure University

      1996 - 2000
      Bachelor's Degree

  • Experience

    • Merrill Lynch Wealth Management

      Oct 2009 - now
      Senior Vice President, Wealth Management Advisor

      In today’s global environment, pursuing and achieving financial goals requires more than simply investing. Because prosperity is not limited to one aspect of your life, comprehensively addressing your wealth through goals-based planning is essential for lasting success. The Hall Crawford Group is comprised of accomplished investment advisors who boast an impressive range of credentials and designations. Our dedicated professionals offer thorough financial strategies; services and products based on tax-friendly recommendations that help clients pursue their unique goals. Show less

  • Licenses & Certifications

    • Personal Investment Advisor

      Merrill Lynch Internal
      Jul 2014

    • Retirement Benefits Consultant

      Merrill Lynch Internal
      May 2019

    • Chartered Retirement Planning Counselor

      College For Financial Planning
      Jan 2015

    • Certified Plan Fiduciary Advisor

      NAPA National Association of Plan Advisors
      Aug 2018