Drew Waterbury [ChFEBC℠, CFP®]
801 E Morehead Street
Charlotte, NC 28202
Original Certification Date: 4/26/2017
Organization: Ocean Advisors, LLC
States Licensed: NC, FL
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.