Drew Stevens, CFP®, CLU®

Financial Advisor

  • Office 803-254-0133 ext 3042

Professional

My team and I do full, comprehensive financial planning for our clients.  These areas we're uniquely qualified to help in are estate planning, tax mitigation, buy/sell arrangements, detailed retirement analysis, strategic insurance funding, and more.  Ever since I began studying as a Finance and Insurance and Risk Management double major at the University of South Carolina (USC), I've been hooked.  After earning my Bachelor of Science in Business Administration, Cum Laude, at USC I went on to become an Investment Advisor Representative, a licensed Stock Broker, earned my Chartered Life Underwriter designation, and am a CERTIFIED FINANCIAL PLANNERTM

I began working for Northwestern Mutual in 2008 as an intern and decided to make this my full time career the second I graduated.  Our goal is to deliver the highest possible objective ideas, recommendations, and advice to everyone we meet.

Years of Experience

Representing Northwestern Mutual since 2008.

Education

Degree Major Institution
Bachelor of Science in Business Administration Finance and Insurance and Risk Management University of South Carolina
 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck