President & CEO Drew McMorrow, MBA, CFP®, will be speaking at the Family Office Exchange Wealth Advisor Forum next Thursday, May 2. There he will be leading the session on Trends in Integrated Wealth Advisor Selection, addressing current changes in the wealth management landscape and how industry professionals can and should adapt. This year’s forum is from May 1-2 in Dallas with the theme of “Building the Advisory Firm of the Future – Now”. Find out more about the 2019 FOX Wealth Advisor Forum on their website.
Drew is President & CEO of the firm and is responsible for the day-to-day management of the company. He also continues to consult with families on all aspects of their financial lives. In addition to advising on the more traditional areas of wealth management, including investment, estate, insurance, tax and philanthropic planning, Drew leverages his consulting background to help families with their direct ventures and real estate opportunities. He also has a specialized expertise in helping families build and realize a vision for their foundation, integrating its planning with the family’s values, and helping his clients generate a sense of reward and accomplishment from their philanthropy. Learn more about Drew McMorrow.