Drew Yerger is a seasoned financial professional with over 15 years of experience in the Financial Services Industry. As a Managing Partner at Legacy Partners Wealth Management and a registered representative at MML Investors Services, LLC., Drew leverages his extensive expertise to provide multi-generational financial solutions. He began his career in 2009, a pivotal time in financial history, and has previously served as Vice President of Sales and Marketing at uFinancial (formerly Wienken and Associates).

Drew holds numerous designations including Certified Family Business Specialist and Accredited Investment Fiduciary. He graduated from Susquehanna University with a degree in Business Administration, specializing in marketing research and statistics. Additionally, Drew contributes to the industry through his role on an advisor’s advisory board and also serves on the Harrisburg Area YMCA Board, which is one of the oldest non-profit organizations in the country.

He is licensed to sell securities in AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, KY, MA, MD, MI, MO, MT, NC, NJ, NM, NV, NY, OH, OK, PA, SC, SD, TN, TX, VA.

He is licensed to sell insurance in: AZ, CA, CO, CT, DC, FL, IN, KY, MA, MD, MI, MT, NC, NJ, NM, NY, PA, SC, TN, TX, VA, WA. His California insurance license number is OK13658, domiciled in Pennsylvania. He cannot communicate with requests from people who reside in states where he is not licensed to conduct insurance and/or securities business.

SPECIALTIES: Wealth Management, Retirement Planning, Investment Portfolio Analysis, Life & Disability Income Insurance, Long Term Care Insurance, Employer Sponsored Retirement Plans, Estate & Business Planning, Executive Benefits, Educational Seminars, New Family Planning.