Drew Gleaves
Financial Advisor, APMA
1620 West Oak Street, Suite 101
Zionsville, IN 46077
Direct Line: 317-808-7339 or 800-800-CITY (2489)
dgleaves@citysecurities.com
Drew Gleaves is a Financial Advisor and Accredited Portfolio Management Advisor (APMA) with the Private Client Group of City Securities Corporation. Drew has worked in the financial services industry for over 19 years specializing in financial planning, educational planning and retirement planning along with risk management strategies. He also develops wealth accumulation and portfolio management strategies for individuals, families and institutions.
Drew’s investment management process consists of a thorough and continuous understanding of each client’s goals, objectives and risk tolerance levels. Asset allocation and estate consequences are important considerations before any recommendations are made to his clients. In helping his clients accumulate and preserve wealth, he uses a conservative and consistent methodology.
Drew is a life-long resident of Indiana and graduated from Indiana University in 1990 with a bachelor’s degree in economics. He is also a graduate of the Comprehensive Wealth Management School of the Cannon Financial Institute at Northwestern University. He holds FINRA Series 7, Series 63 and Series 65 securities licenses, as well as his Indiana insurance license. He resides in Indianapolis, Indiana, with his wife and four children. Drew coaches youth baseball, basketball, soccer and volunteers as a mentor at St. Anthony School. Drew is located at the Zionsville branch of City Securities, 1620 West Oak Street, Suite 101, Zionsville, Indiana 46077. He can be reached directly at 317-808-7339, toll-free at 800-800-CITY (2489) or via e-mail at dgleaves@citysecurities.com.
Information is the lifeblood of any sound financial decision. However, if it is not properly understood or interpreted, it can be very misleading or useless to the decision maker. If you have any questions regarding the information below, please do not hesitate to telephone Drew directly at 317-808-7339.
Financial Items of Interest