Drew Jones, CFP®, AIF®
Executive Advisor
Department: Advisors
Experience: Advisor since 2008
Education: B.S. from the University of Missouri
Drew meets with clients on a routine basis, reviewing all aspects of their respective financial plans and how their plan relates to what is important to them. He also coordinates with the subject matter experts at Modern Wealth to advise and sometimes implement certain strategies or recommendations.
Helping clients gain confidence and clarity around their goals and dreams is Drew’s favorite thing about his job.
Outside of work, Drew enjoys spending time with his wife, Amy, and children, Liam and Harper. Some of his favorite hobbies include coaching his son’s baseball team, golfing, cooking, reading, and spending time with friends and family. Drew is also passionate about helping others and proudly supports St. Jude Children’s Research Hospital.