Broker Check
Drew Stevens, PhD

Drew Stevens, PhD

Financial Professional

Drew Stevens brings over 30 years of investment banking, private equity, merger and acquisition experience to his role as a Financial Professional at Synergy Wealth Solutions. Drew has worked with middle market special and turnaround situations, to affect change, propagate growth, and transition the business. During his tenure, he reviewed deal flow, helped to scale revenue, and then assisted organizations with exit or merger. Drew’s expertise in private equity and capital lending led to assisting organizations in achieving over $11B during his 25-year tenure. 

Drew is the author of 14 books and over 3,500 business articles. Drew has been a CEO and COO for a myriad of private companies. He has managed companies with less than 12 employees and as many as 10,000. Drew also instructs graduate and undergraduate level courses for universities around the country. 

Drew’s background, experience and commitment allows him to provide his clients with the resources they need to make financial decisions and help make their financial future as successful as needed. Through his combination of experience, professionalism and access to a wide variety of products and services, Drew can help his clients meet their financial goals, estate strategies and insurance needs. He and the team of professionals at Synergy Wealth Solutions have detailed knowledge of retirement income solutions, estate strategies, employee benefit and retention services, and business continuation strategies. Drews process involves getting to know each client so that he can understand their individual needs and what matters most to them. This helps him recommend products and strategies designed to meet their current, and more importantly, future needs.

His career has taken him around the globe to places such as Singapore, Johannesburg, South Africa and New York City. Born and raised in Brooklyn, New York, Dr. Stevens relocated to Saint Louis in 1999. He is married to his wife of 28 years Christine and has two grown children Andrew 25 and Ashley 23. 

 

Whether your goals include preparing for milestone life events like retirement or college, protecting your family's future or you’re simply looking for life, disability income or long-term care insurance protection, Drew promises a new level of attention, insight and capability.

CRN202207-267417