As an Edward Jones financial advisor since January 2017, I believe that realizing success for achieving important financial goals begins with taking the time to understand your situation and creating a comprehensive wealth strategy that is tailored to you and your family. Our branch utilizes an established process paired with your goals to help grow and preserve wealth while managing risk exposure. I proactively work with your CPA, estate planning attorney and other professionals as a team approach to ensure my advice is consistent across all areas of your finances. We partner together throughout your life to monitor progress and help ensure you stay on track.
I serve various investment demographics - individuals and families in the accumulation, retirement income and legacy stages of life, as well as business owners and businesses with retirement account solutions. My practice is referral-based, which allows my branch office administrator and I to dedicate all our time to maintain and deepen existing relationships by building personalized investment strategies to help our clients reach their financial goals. We have a number of relationships that span two or three generations.
I am a graduate of the University of Nebraska Lincoln with a B.S. in mechanical engineering as well as my professional engineering license from the State of Iowa. I hold the Series 7 and Series 66 securities registrations along with my life and health insurance licenses. I utilize my engineering background and attention to details when building out client portfolios.
My wife, Brittany, and I reside in downtown Des Moines. When we are not working, you might find us outside enjoying gardening, biking, golfing or traveling to Colorado to enjoy the snow or camping in the mountains.
My Personal Interests
- Active Lifestyle
Office Address440 E Grand Ave Suite D
Des Moines, IA 50309
Phone NumberDrew Alvine at (515) 243-8700
|Mon||By Appointment Only|
|Tue||09:00AM - 04:00PM|
|Wed||09:00AM - 04:00PM|
|Thu||09:00AM - 04:00PM|
|Fri||By Appointment Only|
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