Financial Advisors
Portland, OR
Drew Watkins is a CFP® and Certified Exit Planning Advisor® at Edward Jones in Portland, offering comprehensive financial advisory services including investment management, retirement planning, estate and legacy strategies, and business succession planning. He specializes in working with entrepreneurs, business owners, and high-net-worth individuals ($1M+) on intergenerational planning, inheritance guidance, employee stock options, and business retirement plans. As part of Edward Jones, he provides personalized financial strategies and ongoing portfolio management to help clients achieve their long-term financial goals.
Ideal for: Business owners and entrepreneurs, High-net-worth individuals, Those planning retirement or business succession, Families managing inheritance and intergenerational wealth
Service area: Portland, OR and surrounding areas
CFP® and CEPA® Certifications: Drew holds both Certified Financial Planner and Certified Exit Planning Advisor designations, demonstrating advanced expertise in comprehensive financial planning and business succession strategies.
Specializes in Business Owner Services: Provides tailored strategies for entrepreneurs and business owners, including employee stock options, business retirement plans, and exit planning for successful business transitions.
Serves High-Net-Worth Clients: Works with clients managing $1M+ in assets, offering sophisticated estate planning, intergenerational wealth transfer, and legacy strategies.
Address: 4300 NE Fremont St Suite 110, Portland, OR 97213
Phone: (971) 351-0275
Website: edwardjones.com
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