Drew Keppy Email & Phone Number
Wealth Advisor @ HighPoint Planning Partners
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Drew Keppy Location
- Glen Ellyn, IL, US
Drew Keppy Work
- 2012 -now Wealth Advisor @
- 2006 -2012 Vice President-Investments @ JP Morgan Securities LLC
- 2001 -2006 Financial Consultant @
Drew Keppy Education
- Aurora University
MBA
2005-2007 - Aurora University
BS (Finance)
1996-2000
Drew Keppy Skills
- Series 7
- Retirement Planning
- Asset Allocation
- Financial Advisory
- Investments
- Mutual Funds
- Uniform Combined State Law
- Strategic Financial Planning
- Wealth Management
- Investment Advisory
- Investment Strategies
- Retirement
- Portfolio Management
- Securities
- Financial Modeling
- Asset Managment
- Equities
- Fixed Income
- Estate Planning
- Series 66
- Series 63
Drew Keppy Summary
- Drew Keppy, based in Glen Ellyn, IL, US, is currently a Wealth Advisor at HighPoint Planning Partners. Drew Keppy brings experience from previous roles at JP Morgan Securities LLC and A.G. Edwards & Sons, Inc.. Drew Keppy holds a 2005 - 2007 MBA @ Aurora University. With a robust skill set that includes Series 7, Retirement Planning, Asset Allocation, Financial Advisory, Investments and more. Drew Keppy has 2 emails and 1 mobile phone numbers on RocketReach.
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