Drew Jones began his career at Modern Wealth Management in 2008 as a Call Center Specialist. After hearing numerous stories from people who had fallen victim to a “Financial Salesperson” rather than a true Wealth Manager, Drew became a Financial Advisor in October of 2012. A graduate of the University of Missouri-Columbia, Drew specializes in working with those 55 years or older, offering holistic financial planning for those preparing for retirement by building solid written plans that complement his knowledge of financial and insurance products, as well as tax reduction strategies and proper estate planning.
“I really enjoy seeing the reaction from my clients when they understand their complete financial picture and realize that they have a plan in place to help ensure they won’t run out of money in retirement.” Drew is an Accredited Investment Fiduciary (AIF®) and has passed his series 7, 63 and 66 securities exams and holds licenses for Life, Health and Accident insurance products.
Fun Fact
My great great grandfather, Alexander Rector, discovered coal in Macon County Missouri (my hometown County) in 1860 while digging a well.
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