portrait of Drew Greenwald
FINANCIAL ADVISOR
Accepting New Clients
Serving clients with $500,000
CallSend Me a Message

About Drew

Since 2010, I have helped clients during different life stages, complex financial situations and ever-changing market conditions. My goal has been to help my clients feel in control of financial matters, and to let them know that they have someone who genuinely cares about their financial and life goals.

After obtaining two bachelor's degrees (2009) and a master's degree in finance (2010) from Louisiana State University, I have spent the last 13 years serving clients in both St. Louis, MO, and Abita Springs, LA.

As of May 2024, I have decided to move my family back home and relocate my practice...

Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Entrepreneurs & Business Owners
  • Intergenerational Planning
  • Estate & Legacy Strategies
  • Wealth Strategies

Work History

  • Edward JonesJuly 2010 to Current

Certifications

  • AAMS™

    Accredited Asset Management Specialist™
  • CRPC™

    Chartered Retirement Planning Counselor™

Education

  • Louisiana State UniversityMaster of Science
  • Louisiana State UniversityBachelor of Science

Personal Interests

  • Reading
  • Golfing
  • Traveling
  • Cooking
  • Football

Team Members

  • Nichole Cole
    Sr. Branch Office Administrator
  • Faith Brookshire
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

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

Additional Hours

  • Evenings
  • Web Conferencing

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