Drew Ashcraft
Wealth Management Advisor, Vice President at Merrill Lynch
Based in Gilbert, United States
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Seniority
Vp
Department
Sales & Business Development
Location
Gilbert
Industry
Financial Services
Company size
35K
Contact information
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d•••••••@ml.com
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Background
About Drew Ashcraft
As a financial advisor and partner on The Ashcraft Group, my mission, first and foremost, is to understand you and what matters most to you. To take the time to ask hard, smart questions and listen carefully, then understand in great detail, exactly where your wealth stands today and where you'd like it to be tomorrow. We then work with you to develop a customized retirement approach that takes your unique retirement goals and entire financial picture into account. We revisit your goals and help you make adjustments to your approach, as needed, to help you stay on track. Clients at various stages in their lives count on us to help them find ways to pursue their financial and life goals, including- The retirement lifestyle they envision - Preparing for the cost of the best education possible for their children and grandchildren - Wealth transfer to the next generation - Establishment of their legacy through family foundations and philanthropy - Diversifying business interests I earned my degree from the WP Carey School of Business at Arizona State University in 2012. Previously, I worked as an Investment Analyst in commercial real estate. Outside of the office I enjoy golfing and spending time with my dog Lulu.
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