Drew Howell, CFP®

Drew Howell is a Partner and serves as a Managing Director, working directly with clients to develop and implement comprehensive financial plans to address their goals and most complex financial needs. Drew practices in the areas of retirement planning, investment management, tax planning, estate planning, business succession planning, risk management, and charitable planning. Drew’s approach focuses on a thorough understanding of your circumstances in order to provide you with a truly customized plan to help achieve your goals.

Drew brings more than 10 years of experience in the financial services industry to his clients. Prior to joining Creative Planning, Drew was the Partner at an independent wealth management firm where he served high net worth individuals and families. Drew was responsible for having a holistic understanding of his clients’ circumstances and worked closely with them to help achieve their goals.

Drew earned a Bachelor of Science degree focusing on personal financial planning from Virginia Tech. Drew is also a CERTIFIED FINANCIAL PLANNER® professional as designated by the Certified Financial Planner Board of Standards.

Drew and his wife, Heather, have two children. In his spare time, Drew enjoys hiking, golfing, and spending time with family and friends.