Drew Moss

Credentials: CFP® Certification
Years of Experience: 25

Address: 217 Willow Avenue / Unit 1, Hoboken, NJ 07030
Phone: 973-285-4359
Email: dmoss@sfr1.com
LinkedIn: https://www.linkedin.com/in/executivewealth/

Drew is an integral member of Summit Financial, a leading boutique wealth management firm located in northern New Jersey. Drew’s team, The Executive Wealth Group, advises executives and professionals and its client list includes senior officers and partners from elite Law Firms and Fortune 500 companies. Drew’s clients are located throughout the United States, and he also services US Citizens that work in Europe and the Far East.

After graduating from Lehigh University with a B.S in Business and Economics and a minor in American Literature, Drew joined AT&T in the Corporate Forecasting and Business Analysis group. Upon recognizing his desire to help individuals navigate financial obstacles, he decided to pursue the CERTIFIED FINANCIAL PLANNER™ designation. Drew launched his financial planning practice in 1995 and has worked tirelessly at creating blueprints for his clients that provide clarity and comfort around their financial affairs. Drew helps his clients view their life goals as achievable by helping them understand what their wealth can accomplish.

Drew is an avid Blues and Jazz music fan and currently lives in Hoboken, NJ with his wife and two daughters.

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Investment advisory and financial planning services offered through Summit Financial, LLC., an SEC Registered Investment Adviser. Headquartered at 4 Campus Drive, Parsippany, NJ, 07054. Tel. 973-285-3600. Fax. 973-285-3666. Some advisers may offer securities through Purshe Kaplan Sterling Investments, Member FINRA/SIPC. Headquartered at 80 State Street, Albany NY 12207 (“PKS”). PKS and Summit Financial, LLC. are not affiliated companies.

Summit Financial, LLC (“Summit Financial”) operates a website at summitfinancial.com (the “Site”). By using this website, you accept our Terms of Use and Privacy Policy. Past performance is no guarantee of future results. Any historical returns, expected returns, or probability projections may not reflect actual future performance. All securities involve risk and may result in partial or total loss. While the data we use from third parties is believed to be reliable, we cannot ensure the accuracy or completeness of data provided by investors or other third parties. Neither Summit Financial nor any of its affiliates provide tax advice and do not represent in any manner that the outcomes described herein will result in any particular tax consequence. Prospective investors should confer with their personal tax advisors regarding the tax consequences based on their particular circumstances. Neither Summit Financial nor any of its affiliates assume responsibility for the tax consequences for any investor of any investment.

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