portrait of Drew Bunce

About Drew

Planning for the future and all of life's uncertainties can be intimidating and frustrating. Even finding the time and the mental bandwidth for these sometimes-tedious tasks is challenging. I understand how busy and complicated life is and I am here to help you identify, establish and achieve your financial goals. The relationship we establish is a partnership of trust where you can count on me to track and review your financial goals and assist you through the unknowns that life will inevitably deal.

I enlisted in the Army right out of high school as an engineer, and later commissioned as an...

Focus Areas

  • Retirement Savings Strategies
  • New Investors
  • Military Professionals & Veterans
  • College Savings
  • Special Needs Financial Considerations
  • Wealth Strategies

Work History

  • Edward JonesFebruary 2023 to Current
  • MetaJune 2022 to November 2022

Certifications

  • CRPC™

    Chartered Retirement Planning Counselor™

Team Members

  • Laura Coffey
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 03:00PM
Sat By Appointment Only
Sun By Appointment Only

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

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