About Us

Marc Drew

Regional Vice-President
Phone: (801) 733-2468

Marc began his career with Equitable in 2003 in San Diego, California.  Marc qualified for his first of many Million Dollar Round Table (MDRT) in 2006 as well as his first National Leaders Corps (NLC) in the same year.  Marc became a Qualified Plan Specialist in 2007 focusing on retirement planning in the 401k sector as well as Executive Deferred Comp.  Marc is currently studying for the Chartered Life Underwriter designation.

Marc specializes in Estate Planning, Qualified Plans and Wealth Management using customized strategies to help clients accomplish their goals. Born and raised in Southern California, Marc and his family relocated to Utah in 2016 when Marc took the role of Regional Vice President for the Salt Lake City branch of Equitable.  When not working, Marc enjoys SCUBA diving, traveling the world, golf and spending time with his family and two dogs.

 Vision:

As an avid SCUBA diver, I know the importance of proper planning, having the right equipment and knowing what to do IF something goes wrong. That knowledge carries into my financial practice for my clients as I put together comprehensive and customized financial plans to assist them in meeting their financial goals.

 Education:


  • Grossmont College – San Diego, CA  (Forensics/Criminal Justice



 Accreditations and Professional Designations:



  • Investment Advisory Representative, FINRA Series 66
  • Registered Representative, FINRA Series 7
  • Registered Principal, FINRA Series 24
  • Financial Consultant of Equitable Advisors
  • Equitable Advisors titles of Qualified Plan Specialist



 


Qualified Plan Specialist title awarded by Equitable Advisors, based upon successful completion of an internal training program and written assessment.

California Insurance License #: 0E03807

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.

Securities offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC registered investment advisor.

Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, and in PR as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors regarding your particular circumstances. Individuals may transact business, which includes offering products and services and/or responding 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.

Equitable Advisors, LLC is an Equal Opportunity Employer M/F/D/V

For more information about Equitable Advisors, LLC you may visit equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure. Equitable Advisors and Equitable Network are brand names for Equitable Advisors, LLC and Equitable Network, LLC, respectively.

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