Drake joined Webster Rogers after graduating from Coastal Carolina University. Since that time, he has become an indispensable member of the team. Serving in the capacity as Client Relationship Manager, Drake specializes in participant services. He works one on one with plan participants to development investment goals and recommendations based on understanding their financial needs. Drake leads the plan enrollment process for new and current plan sponsors.
- Graduated from Coastal Carolina with a B.S. in Business Administration with a Concentration in Finance
- NASAA Series 65 Licensed
- Volunteer for Manna House
- Volunteer for Artfields
Beneath the Surface:
“Part of what drew me to Webster Rogers Financial Advisors is a desire to help people. I saw a lot of people didn’t possess basic financial literacy and I feel called to help people understand how money works.”
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