Drew Waterbury

Drew Waterbury [ChFEBC℠, CFP®]

801 E Morehead Street
Suite 404
Charlotte, NC 28202

Original Certification Date: 4/26/2017

Organization: Ocean Advisors, LLC

Phone: 704-523-6914

Cell: 704-962-9119

Email: dwaterbury@oceanadvisors.com

Website: www.oceanadvisors.com

States Licensed: NC, FL

CRD#: 133124

CFP#: 60514

Investment Companies: Quick & Reilly (1984 – 2000), Scott & Stringfellow (2000 – 2005), Ocean Advisors, LLC (2006 – current)

Services: I provide investment management and comprehensive financial planning.  Federal employees and retirees have unique benefits that differ from those often provided by corporate America.  I can help by providing a financial report that incorporates government benefits so you can consider the “what if” scenarios to help maximize your benefits and avoid mistakes.

Additional Information: I have worked with FLE’s to help understand the impact of retiring at an early age and to create strategies to maximize social security benefits instead of locking into reduced benefits at age 62.