Drew Leach
Advisor at Merrill
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Drew Leach is the Associate Resident Director at Merrill Lynch Wealth Management, where he focuses on planning, business development, and team management. He joined Merrill Lynch in 2012 as a financial advisor and works closely with individuals and families to devise comprehensive, goals-based financial strategies. Drew emphasizes multigenerational wealth planning to address complex family financial needs and priorities.
He holds a Bachelor’s degree in Psychology from the University of Tennessee at Knoxville and has earned several professional designations, including Certified Exit Planning Advisor (CEPA), Certified Plan Fiduciary Advisor (CPFA), Certified Private Wealth Advisor (CPWA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Drew is actively involved in professional and community organizations such as Helping Young Professionals Excel (HYPE), Kiwanis International, and Ducks Unlimited.
Outside of his professional role, Drew enjoys outdoor activities including fishing, golfing, hiking, hunting, and traveling. He balances his career with family life alongside his wife Jordan, their two children, and their dogs.
Client services
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
Expertise
General retirement planning
Retirement income strategy
Wealth management
General estate planning guidance
Charitable giving & philanthropy
Demographic focus
Young Families
Women Professionals
Work history
Bank Of America, N.a.
2013 - Present (13 years)
Merrill Lynch, PIERCE, FENNER & SMITH INCORPORATED
2012 - Present (14 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
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Justin Myers is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in managing new wealth, personal retirement planning, portfolio management services, and retirement income. Justin began his career in the financial services industry in 2011 and has been with Merrill Lynch Wealth Management since 2017. Justin holds a bachelor's degree in logistics from the Haslam College of Business at the University of Tennessee. He is a Personal Investment Advisor (PIA) and leverages the research and market insights from Merrill Lynch to help individuals and families plan and achieve their financial goals. Raised in east Tennessee, Justin has lived in Knoxville for the past 20 years. Outside of his professional role, he enjoys biking, golfing, and football. He spends time with his wife Ashley and their two sons, often attending their sporting events and supporting Tennessee football and basketball.
Adam S
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