Tracy Drew

Financial Professional

I am a financial professional with Equitable Advisors. I have been with the firm since 2004. I have my FINRA Series 7, 65 and 66 licenses. I provide financial strategies for wealth accumulation, wealth preservation, and estate planning through a broad range of financial products and services.

At Equitable Advisors, we help individuals through an all-inclusive planning approach. Equitable services allow us to serve all of my client’s needs ranging from life insurance, retirement & estate planning strategies, asset management, long term care as well as strategies for employers and business owners. We create customized strategies and offer products from hundreds of leading investment and insurance companies.

As a Financial Professional with Equitable Advisors, and an agent of Equitable Network and its subsidiaries, my team and I work with dozens of providers to offer a variety of financial products and services; including, Retirement Planning, Education Planning, Business Planning, Mutual Funds, Brokerage Accounts, Life Insurance, Disability Income Insurance, Annuities, and Employer-Sponsored Retirement Plans such as 401(k), 403(b)/TSA and 457(b)/EDC. As a financial professional, my mission is to provide the highest level of service available through helping clients identify and prioritize their financial objectives.

I have been married to my wife Julie for over 34 years, and we have two children, Nicole and Bryce. I attended Ackley-Geneva High School in Ackley, Iowa and earned my Bachelor’s degree in Business Management at University of Northern Iowa in Cedar Falls Iowa.

I am an active member of Five 14 Church in Columbus, and my wife and I lead a home group at our house.  I am very active in my community and was the past President of our Home Owners Association at Jefferson Meadows in Blacklick, Ohio.  In my free time, I enjoy golfing and playing cribbage with my wife on our back patio.

Take the next step.

 

  • Financial guidance to assist you in making important decisions for your financial future
  • Addressing your goals in small manageable steps
  • Information to identify the right strategy for you
  • Create a custom strategy toward reaching your financial destination

 

Advice | Retirement | Life Insurance


Securities and investment advisory services offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Stonebridge Wealth Strategies is not owned or operated by Equitable Advisors, LLC or its affiliates.