Marc D. Drew, ChFC® , AIF® 

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 63
• Investment Advisory Representative, FINRA Series 65
• 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.

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.

California Insurance License #OE03807