Isle of Palms, SC - Jeter Hrubala Wealth Strategies announced today the addition of Drew Hrubala as Financial Advisor. In this position, Drew’s responsibilities will include developing comprehensive financial plans, monitoring client portfolios, conducting investment research, and handling day-to-day operational needs of the company and its clients.
Drew is a graduate of the University of South Carolina with a Bachelor of Science in Finance and a minor in Sports & Entertainment Management. Drew worked at State Farm Insurance Company during college and upon graduation and learned about property and casualty and life insurance, while also gaining experience in business development and client service. Drew then had an opportunity to serve as a manager for a professional tennis player. He spent a year traveling to more than 18 countries gaining insight into the work and sacrifice required to become an elite athlete. Drew recently passed several required exams to work in this profession, including the Securities Industry Essential (SIE) Exam, the General Securities Representative (Series 7) Exam, the Uniform Combined State Law (Series 66) Exam, and the SC Life and Health Insurance Exam.
“We have been an all-female team for some time, so we are excited about the diversity that Drew brings to our practice. I am looking forward to the contributions he will bring to our work with clients” said Beth Jeter Hrubala, President and Owner of Jeter Hrubala Wealth Strategies.
“I’m excited to be in Charleston and starting this new career,” said Drew Hrubala. “I’m very excited to start my career in the financial services profession and motivated to learn from this team of experienced professionals while helping our clients.”
Drew will primarily work in the Isle of Palms office located at 103 Palm Boulevard, Suite 2C, Isle of Palms, SC 29451. Drew can be reached by phone at 843-353-3878 or via email at email@example.com.
The team of advisors at Jeter Hrubala Wealth Strategies offers investment management and financial planning services to individuals and families throughout South Carolina. They enjoy, and are particularly proud of, the work they do with women who are dealing with a major life transition, such as a divorce, the loss of a loved one, or a career change. As a locally owned and operated practice with the resources and support of broker/dealer Raymond James Financial Services, Inc., Jeter Hrubala Wealth Strategies is committed to helping clients navigate the complexities of investing and to providing financial guidance and customized wealth management strategies.
More information can be found at www.jhwealthstrategies.com or by calling 864-764-1789.
Contact: Beth Jeter Hrubala, CFP®, CRPC®, CDFA®, at 864-764-1789 or firstname.lastname@example.org.
Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Jeter Hrubala Wealth Strategies is not a registered broker/dealer, and is independent of Raymond James Financial Services. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, FINANCIAL PLANNER™ and CFP® in the U.S.
About Raymond James Financial Services:
As of 09/30/2022. Raymond James Financial Services, Inc. is a financial services firm supporting independent financial advisors nationwide. Since 1974, Raymond James Financial Services Inc., member FINRA/SIPC, has provided a wide range of investment and wealth planning related services through its affiliate, Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. Both broker/dealers are wholly owned subsidiaries of Raymond James Financial, Inc. (NYSE-RJF) a leading diversified financial services company with approximately 8,700 financial advisors throughout the United States, Canada and overseas. Total client assets are $1.09 trillion.
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