Drew Melzer Email & Phone Number
Financial Advisor @ TORREY WEALTH
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Drew Melzer Location
- San Diego, CA, US
Drew Melzer Work
- 2026 -now Financial Advisor @
- 2022 -2026 Investment Consultant @
- 2018 -2022 Relationship Manager @
- 2017 -2018 Financial Consultant @
- 2016 -2016 Financial Advisor @
- 2010 -2016 Registered Associate @
- 2008 -2010 Program Director @ FitKids America
Drew Melzer Education
- Southern New Hampshire University
Bachelors (Financial Planning)
2018-2020 - Northern Arizona University
Business (Business)
Drew Melzer Skills
- Client Education
- Microsoft Office
- Annuity Strategies
- Mutual Fund Strategies
- Research
- Finance
- Series 66
- Marketing
- Estate Planning Services
- Series 7
- Wealth Management Strategies
- Financial Analysis
- Business Succession Strategies
- Insurance Needs Analysis
- 401k
- Asset Allocation Strategies
- Mutual Funds
- College Planning Strategies
- Wealth Management
- Insurance Strategies
- Customer Service
- Retirement Planning
- Long Term Care
- Public Speaking
- FINRA
- Leadership
Drew Melzer Summary
- Drew Melzer, based in San Diego, CA, US, is currently a Financial Advisor at TORREY WEALTH. Drew Melzer brings experience from previous roles at Charles Schwab, TD Ameritrade, AXA Advisors, LLC and Morgan Stanley. Drew Melzer holds a 2018 - 2020 Bachelors in Financial Planning @ Southern New Hampshire University. With a robust skill set that includes Client Education, Microsoft Office, Annuity Strategies, Mutual Fund Strategies, Research and more.
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