Drew Crawford, CPFA®, CRPC™ in

Drew Crawford, CPFA®, CRPC™

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Wealth Management Advisor, Senior Vice President at Merrill Lynch Wealth Management
📍 Charlotte, North Carolina, United States

Drew Crawford is a Senior Vice President and Wealth Management Advisor at Merrill Lynch, where he manages a successful practice. A former Big 4 Management Consultant, he has been recognized by Forbes as a "Best-in-State Wealth Advisor" and holds certifications as a Retirement Benefits Consultant and Certified Plan Fiduciary Advisor.

Outside of his professional life, Drew has an active family and maintains a strong passion for tennis. As a former Division I athlete, he continues to compete on the court, balancing his personal pursuits with his demanding career and family responsibilities.

Drew was a Division I tennis player while earning both his Bachelors degree and MBA from St. Bonaventure University.

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Experience
16 Years
Current Role
Wealth Management Advisor, Senior Vice President
Job Level
Leadership
Location
Charlotte, North Carolina, United States
Personality Overview

How Drew shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Drew cares about

Wealth Management
His practice focuses on goals-based financial planning, including executive compensation management, retirement transitions, and family wealth planning.
Market Outlook
He hosts webinars for clients on the economic outlook and financial markets, discussing the potential impact of events like elections on investment portfolios.
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Career

Work history

10-2009
Wealth Management Advisor, Senior Vice President
Merrill Lynch Wealth Management
In the press

Media appearances

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Education
1999 - 2001
Master's Degree
Saint Bonaventure University
1996 - 2000
Bachelor's Degree
Saint Bonaventure University
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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