Drew Bass

Drew Bass
Premier Advisor

3001 Leland Drive

Raleigh, NC 27616

drew.bass@truist.com

Phone (919) 629-2567

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About me

Background

I am a Premier Advisor with Truist serving the Triangle Market.  I have been in the Banking industry since 2017.  As a Premier Advisor, I focus on comprehensive financial planning with a holistic approach. My goal is to help empower individuals and families to reach their long-term financial objectives by offering customized guidance, well-rounded strategies, and continuous support tailored to their unique circumstances and aspirations- helping to create a meaningful experience today and lasting confidence for the future.

Registered Representative, Truist Investment Services, Inc., Investment Adviser Representative, Truist Advisory Services, Inc.

Check the background of this investment professional on FINRA's BrokerCheck

Education

Bachelor of Science in Business Administration
East Carolina University

Personal interests

When not at work, I enjoy spending quality time with family and friends, playing pickleball and watching sports.

Specialties

  • A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, and more

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, retirement distributions and more

  • Innovative, customized risk management strategies and solutions, designed to protect every facet of your assets and income.

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Services provided by Truist Financial Corporation (Truist) affiliates: Banking products and services, including loans and deposit accounts, provided by Truist Bank, Member FDIC. Trust and investment management services provided by Truist Bank. Securities, brokerage accounts and/or annuities offered by Truist Investment Services, Inc., an SEC registered broker-dealer, and member FINRA and SIPC, and a licensed insurance agency. Investment advisory services offered by Truist Advisory Services, Inc. and GFO Advisory Services, LLC, SEC registered investment advisers. Some insurance products offered by Truist Investment Services, Inc. Other insurance products offered by Marsh & McLennan Agency, LLC (as successor in interest to McGriff Insurance Services, LLC) CA License #0H18131, Kensington Vanguard National Land Services, and Crump Life Insurance Services. Truist Life Insurance Services (TLIS) is a division of Crump, Arkansas License #100103477. Variable insurance material is for broker-dealer or registered representative use only. Variable products distributed by P.J. Robb Variable, LLC, Arkansas License #100110185. Member FINRA.

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