Drew F. Catanese

Credentials:
  • CRPC®

Focus: Insurance Strategies, Investment Strategies, Retirement Income Planning, College Funding Strategies, Risk Management Strategies, Business Succession Planning, Estate Planning, Business Owners, Group Benefits, Charitable Giving

Languages: English, Spanish

Drew F. Catanese has been interested in Financial Planning since childhood and has always enjoyed studying the long-term growth potential of investing. He grew up in Massachusetts and holds a bachelor’s degree from Washington & Lee University and a master’s degree from Middlebury College. Drew also lived in Madrid, Spain, where he lectured on business English and traveled extensively.

Following his time in Europe, Drew spent nearly a decade teaching a variety of subjects, including Personal Finance, Economics, and Spanish literature before accepting a position as a Financial Advisor at Waddell & Reed in Columbia, South Carolina. Once there he devoted himself full-time to comprehensive financial planning and wealth management for his clients.

A few years later Drew moved into a leadership role as the District Manager of the company’s office in Austin, Texas. In this position he not only continued serving his existing client base, but also took on the responsibility of recruiting and training new advisors into the company and the industry in general.

In 2016 an opportunity arose that took Drew from Austin to Tampa, Florida, where he began working as the Associate Managing Director for Coastal Wealth, a member of the MassMutual Financial Group. Drew continues serving his clients and other advisors through comprehensive financial planning, wealth management, and insurance protection.

Drew holds active FINRA Series 7, 66, and 24 securities registrations, life and health insurance

licenses, and earned the Chartered Retirement Planning Counselor (CRPC®) designation after completing coursework in asset management and the overall retirement planning process. He currently lives in Tampa with his wife and three children.

 

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Coastal Wealth - Tampa

Satellite Office

2502 N. Rocky Point Dr Suite 695
Tampa, FL 33607

CRN202205-265615