Drew Nickle

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

9048 State Rd 54

New Port Richey, FL 34655

drew.nickle@truist.com

Phone 727-816-8609

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About me

Background

Drew Nickle is a Financial Consultant with Truist Investment Services, Inc. He offers clients more than 13 years of financial services, retirement planning, and investment management experience.  

Drew covers several branches in the Pinellas and Pasco County area. His focus is advising on the development and implementation of financial planning strategies for individuals and business owners, creating personalized financial plans, and helping clients and their families pursue their financial goals. He follows a holistic approach by establishing a relationship with his clients, assessing their financial situation, determining risk tolerance, forming, and executing an appropriate investment plan.

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

In his free time, Drew enjoys spending time with friends and family. He enjoys outdoor sports such as baseball, golf, and pickleball. He also enjoys traveling and experiencing new places and meeting new people.   

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

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