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Drew LaGrande

Drew LaGrande, CEPA
GenSpring Wealth Strategist

401 E Jackson St

Tampa, FL 33602-5209

Drew.lagrande@truist.com

Phone 813-224-2060

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About me

Background

Drew LaGrande offers clients more than 10 years of comprehensive wealth management experience assisting ultra-high net worth families with a wide variety of wealth management needs, including estate and gift tax planning, income tax planning, financial planning, philanthropy, risk management and family governance.
Drew is a member of the Florida Bar. As a former estate planning attorney he advised clients on matters involving estates and trusts, tax planning, business succession planning, asset protection, entity selection and planned giving. 

Drew holds himself accountable to recommend strategies with the client’s needs and goals in mind. These strategies are supported not only by deep experience from a team of specialists, but also highly attentive service and coordination of resources. Drew takes the time to talk to and get to know his clients to help gain an understanding of the critical aspects of a client’s financial life so that he can assess the interaction of multiple objectives and the far-reaching implication they can have on each other.

Education

Bachelors of Science in Finance
University of Central Florida 1993 1997
Juris Doctor
Nova Southeastern University, Shepard Broad Law 1997 2000
Master of Laws in Estate Planning
University of Miami, School of Law 2000 2002

Personal Interests

Drew serves on the Federal Tax Committee of the Florida Bar Tax Section.

Specialties

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

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

  • Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

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

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