Jane Drew

Background

About Jane Drew

With more than 40 years’ industry experience, I have always focused on understanding each client’s needs, goals and priorities. Once I have an understanding of your individual situation, I’ll work to build and implement a customized plan to help you achieve your desired outcomes while being cost conscious, mindful of tax efficiency and prudently managing risk. It is important to consider your entire financial picture when making major financial decisions. With your goals and plan at the center of our decision making process, I can help you navigate many aspects of your financial life including college, retirement, estate investment planning, funding philanthropic goals, retirement plans, insurance and other protection strategies. I also have access to lending products and services through Wells Fargo affiliates. With your consent, I’ll consult with your CPA, attorney and other advisors to ensure our strategies are harmonious. As a Private Wealth Financial Advisor, I focus on serving high-net-worth individuals, families, foundations and institutions. In 2020, 2021 and 2023, Forbes recognized me as a Forbes Top Women Wealth Advisors recipient. The Forbes Top Women Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. Wells Fargo Advisors is not a legal or tax advisor. Insurance products are offered through our affiliated nonbank insurance agencies. This information is intended for use by residents of AR, AZ, CA, CO, CT, DC, FL, GA, HI, ID, IL, IN, KS, KY, MA, MI, MO, MT, NC, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, and WA Investment and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency * Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate * Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social