Drew Jones

Drew has extensive knowledge in portfolio analysis and managing risk and is able to provide a variety of programs and advice that best fit his clients’ needs.

Drew learned about money from his parents, who taught him to start saving from a very early age. They also encouraged him to start planning for retirement as early as possible. As he got older, he realized that not everyone received the same financial lessons he had received. He wanted to share his knowledge to help individuals and families make sure they wouldn’t outlive their resources.

When asked what the most satisfying part of his job is, Drew says it’s being able to help people achieve their goals and dreams and giving them confidence that everything is going to work out the way they envisioned. He enjoys showing clients how their investments work and adapting strategies that work for their lives. One of his favorite things is watching the weight of the world come off a client’s shoulders as they work together to plan for the future.

Drew has passed the Series 65 securities exam and holds life, annuity and long-term care insurance licenses. He has also earned the Registered Financial Consultant designation. He graduated Summa Cum Laude with a Bachelor of Business Administration from the University of Georgia with a major in finance.

Drew and his wife, Mandy, are parents to three children: Noah, Anna Kate and Caroline. Outside of work, Drew is on the worship team and plays drums at his church in Suwanee. He’s also a guitar and bass player and enjoys a round of golf when he can work it in around his kids’ sports schedules.

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