Drew joined Homrich Berg in September 2024 as a Managing Director and Family Wealth Specialist in the HB Family Office division. He brings over 20 years of experience advising ultra-high-net-worth families on comprehensive wealth management. Drew’s role involves tailoring advice based on each client’s unique lifestyle and legacy goals to address both family-wide and individual needs. Utilizing HB’s holistic approach, Drew ensures effective planning by offering ongoing, personalized support in areas such as tax-efficient wealth transfers, business and estate planning, and asset protection.
Drew began his career as an estate planning attorney with Nelson & Nelson, PA in North Miami Beach, FL, where he provided counsel on states, trusts, trust and probate administration, tax planning, business succession, asset protection, and planned giving. He later returned to Tampa/St. Petersburg area to join Gassman, Crotty & Denicolo, PA, where he focused on tax planning and asset protection. Drew then moved his practice to Akerman Senterfitt, becoming a partner in the trusts and estates department in 2008.
In 2012, Drew transitioned to PNC Family Wealth as a Senior Wealth Planner, continuing in similar roles with GenSpring SunTrust Private Wealth and Truist Wealth before joining HB. He discovered that by thoroughly listening to clients and understanding their goals and objectives, their advisory teams could create and implement plans that clients understood and appreciated.
Drew is a member of the Florida Bar Association (Real Property and Probate Tax sections) and has contributed to several publications as an author and editor on various planning topics.
He and his wife have two adult children and in his spare time enjoys spending time with his family, traveling, and hiking.