Drew  Arney

Drew Arney, CFP®
Financial Advisor Private Client Group Truist Investment Services, Inc.

10 Franklin Rd SE

Suite 500,

Roanoke, VA 24011-0008

About me

Background

I launched my career in 2004 with a international accounting firm KPMG LLP in Washington, DC, where my client base included publicly traded companies and premier federal law enforcement agencies. I completed my Certified Public Accountant (CPA) exam and returned home to Southwest Virginia to serve my clients as their tax advisor. Later, I joined BB&T, now Truist, to follow my calling to help clients achieve economic success and financial security. 

Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

Bachelor of Business Administration, Accounting
Longwood University 2000 2004

Personal Interests

Outside of the office, my focus is on my role as a husband and father. My wife, Katherine, and I love spending time with our son and daughter, John and Sadie. I  also enjoy playing golf, boating, canoeing, skiing, and travel. A graduate of Leadership Roanoke Valley, I am active in a number of professional and community organizations as a member of the Virginia Society of Certified Public Accountants, the Roanoke Valley Estate Planning Council, and the Bedrock Community Church finance committee

Specialties

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

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Top-notch service delivery and support for the private banking and/or wealth needs of business owners.

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