Sign In
Get Clay Free →

Suggestions

    Drew Stevens

    Technology & Business Lawyer at The Stevens Law Firm

    Drew Stevens is a financial professional associated with Wisdom to Wealth Financial Advisory, where he specializes as a Retirement Income Architect and Social Security Strategist. With over 40 years of experience in the financial services industry, he focuses on helping clients develop effective strategies for retirement income and wealth management. He is also recognized as a Master of Bucket Plan Wealth, a methodology designed to create a structured approach to managing retirement savings and income.

    Stevens emphasizes personalized financial planning, aiming to provide tailored solutions that meet the unique needs of individuals and families. His expertise includes navigating Social Security benefits and optimizing retirement income streams, which are crucial for long-term financial security. His work is characterized by a commitment to educating clients on financial strategies and ensuring they have the resources necessary for a comfortable retirement.1

    Related Questions

    What specific strategies does Drew Stevens use for Social Security planning?
    How does Drew Stevens' approach to bucket plans differ from traditional financial planning?
    What qualifications or certifications does Drew Stevens have in financial planning?
    Can you provide examples of successful cases handled by Drew Stevens at Wisdom to Wealth Financial Advisory?
    How long has Drew Stevens been working in the financial services industry?
    Drew Stevens
    Drew Stevens, photo 1
    Drew Stevens, photo 2
    Get intro to Drew
    Add to my network

    Experience

    Technology & Business Attorney | Partner at The Stevens Law Firm, Ltd. (May 2018 - Present), Columbus, Ohio Area
    Guest Lecturer at University of Cincinnati College of Law (August 2014 - August 2019), Associate Attorney at Kooperman Mentel Ferguson Yaross (June 2011 - May 2013)

    Education

    Juris Doctor (J.D.) from University of Cincinnati College of Law (2009 - 2012); Bachelor's Degree in Economics and Political Science from The Ohio State University (2005 - 2009)

    Location

    Chesterfield, Missouri, United States