Drew Crawford, CPFA®, CRPC™

Examiner
DISC Type : cs

Wealth Management Advisor, Senior Vice President at Merrill Lynch Wealth Management

Charlotte, North Carolina, United States

Overview

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.

Personality Overview

Status Quo Seeker

Unexpressive

Late Adopter

They are thorough and always follow a systematic approach.  They are heavily focused on quality and prefer doing things the right way, even if it takes time. They do not like taking risks at all and go for proven options in the end.

Topics They Care 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.
Tax & Wealth Transfer
He actively educates clients on topics like year-end tax planning and wealth transfer strategies in the current tax environment through dedicated events.

Media Appearances

Drew has no verified media appearances

Work History

10-2009
Wealth Management Advisor, Senior Vice President at Merrill Lynch Wealth Management

Education

1999 - 2001
Master's Degree from Saint Bonaventure University
1996 - 2000
Bachelor's Degree from Saint Bonaventure University

More Information

Social Presence :

Prographics :

Exp : 16 Location : Charlotte, North Carolina, United States Job Level : Leadership Designation : Wealth Management Advisor, Senior Vice President at Merrill Lynch Wealth Management
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Insights For Selling To Drew

During A Call Or A Meeting

DO's

  • Expect them to be slow and cautious, encourage them to ask more questions
  • Ask them which other stakeholders would be important for this purchase decision
  • Be firm in your communication and stay in control

DONT's

  • Don't push them too hard to make fast decisions, give them time
  • Don't rely on relationship building even if they act pleasantly
  • Don't use phrases like 'do not worry', 'i promise' etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Drew is

  • Adoption by others is very important to them, followed by confidence in ROI.
  • Will you ever get a clear answer from Drew

  • They are unlikely to say no, it's better to stop yourself once you have exhausted all the options.

Insights For Deal Planning

    How fast (or slow) will Drew move?

  • They don't like to hasten, so their speed of decision-making may be slow.
  • Can Drew take some risk or not?

  • They have little willingness to take risks, and prefer making calculated decisions.

You And Drew

Personality Compatibility


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