Drew Gerety

Drew -- Boston

“Financial planning provides context for good financial decision-making.”


Drew cares deeply about truly understanding clients’ financial goals. He prioritizes maintaining an ongoing relationship because Drew knows a client’s financial needs are ever-changing. He is driven by the impact he can have on someone’s life and financial future and specializes in the areas of retirement planning, wealth management, tax diversification and safe money strategies.

Drew has lived in Boston for the past 24 years. He gained unique financial experience by serving in an account management position for the French-American Chamber of Commerce in Strasbourg, France. When not in the office, Drew likes to snowboard and backpack. He has a strong golf game, as evidenced by his time as an NCAA Division I golfer at Holy Cross in Worcester, Massachusetts. He recently ran the JFK 50 Mile Ultramarathon.

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