Drew Beckeman
,
Senior Financial Advisor
1241 Pittsford-Victor Road
Pittsford, NY 14534
585.899.2534
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Whatever your personal goals may be, I will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your and your family’s long-term goals.
Profile

A graduate of the University of Michigan, Drew began his career with Merrill Lynch Wealth Management in the fall of 2019. Having grown up in a small town in West Michigan, Drew learned early on the values of honesty, hard work & integrity. These values have shaped his career and influence his client interactions on a daily basis. He is passionate about helping people achieve their financial goals and is committed to being a valuable resource to his clients & their families. 

Drew is a CERTIFIED FINANCIAL PLANNER professional and is a member of The Hines Group at Merrill, which has been serving clients across the country for more than 30 years. He resides in Farmington, NY with his wife, Ashley, and their two sons, Ford & Nash. Drew is an avid runner, outdoor enthusiast and enjoys giving back through his local community involvement groups.

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Financial Planning with Merrill Personal Wealth Analysis® (PWA)
About Me
Welcome

My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.

About Merrill

Bringing fresh perspectives to your financial life

The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Drew Beckeman is registered to do business in AL, AZ, CA, CO, CT, DC, DE, FL, GA, IL, MA, MD, MI, MO, MS, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TX, VA, VT, WI.