Drew Schmidt Email & Phone Number
Financial Adviser @ Eagle Strategies, LLC
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Drew Schmidt Location
- Melville, NY, US
Drew Schmidt Work
- 2003 -now Financial Advisor @ Wealth Conservation Group
- 2003 -now Financial Adviser @
- 2003 -now Licensed Agent @
Drew Schmidt Education
- James Madison University
Bachelor's Degree (Assistant Coach for Women's Club Basketball.)
1997-2001 - Hauppauge High School
High School (Varsity Baseball, Varsity Basketball, Soccer.)
1993-1997
Drew Schmidt Skills
- Estate Planning
- PowerPoint
- Insurance
- Retirement Planning
- Legacies
- Finance
- Multi Generational Planning
- Life Insurance
- Multi Generational Wealth Transfer
- Gifting Strategies
- Licensed Life Insurance Agent
- Customer Service
- Financial Analysis
- Succession Planning
- Protection Planning/family Security
- Small Business
- Management
- 401k Rollovers
- Lutcf
- Financial Reporting
- Term Life Insurance
- Research
- Retirement
- Annuity Sales
- Series 7
- Key Person Protection
Drew Schmidt Summary
- Drew Schmidt, based in Melville, NY, US, is currently a Financial Adviser at Eagle Strategies, LLC. Drew Schmidt brings experience from previous roles at Wealth Conservation Group and New York Life Insurance Company. Drew Schmidt holds a 1997 - 2001 Bachelor's Degree in Assistant Coach for Women's Club Basketball. @ James Madison University. With a robust skill set that includes Estate Planning, PowerPoint, Insurance, Retirement Planning, Legacies and more. Drew Schmidt has 2 emails and 2 mobile phone numbers on RocketReach.
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