Edward Jones - Financial Advisor: Drew Watkins, CFP®|CEPA®

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.