Drew Nickle

Drew T. Nickle
Vice President Financial Consultant Truist Investment Services, Inc.

4807 US Highway 19

Suite 101,

New Port Richey, FL 34652-4201

drew.nickle@truist.com

Phone 727-816-8609

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About me

Background

Drew is a fully licensed financial advisor with 14 years of experience in banking and investments. He specializes in personalized financial planning, retirement, insurance, and building long-term client relationships.

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

Education

Business Administration, B.S
Saint Petersburg College 2010

Personal Interests

Drew enjoys spending time with friends and family. He also likes to stay active by playing different sports such as basketball, racquetball, and golf.  

Specialties

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

  • 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

  • Educating family members with significant wealth to confidently manage their financial lives

  • 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

Locations

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