Drew Newman, AIF®

Drew specializes in taxable and more tax–efficient investments, as well as comprehensive financial panning, wealth management and investment management portfolio. He is also the team's specialist for clients that are non–resident aliens (NRA). Drew has received some of the company's highest accolades including being named to the President's Council (2008) and CitiStars (2009). He was awarded the officer title of First Vice President in 2008. He holds the following FINRA licenses: series 4 registered option principal, series 6 variable contracts representative, series 7 general securities representative, series 24 general securities principal, series 63 uniform securities agent state law, series 65 uniform investment advisor law and has health and life insurance licenses. Drew was invited to attend the 2014 Citi Personal Wealth Management National Investment Excellence Conference.