Drew Johann
Drew Johann, CFP
Vice President/Investments
I began my investment industry career in 2000 with Charles Schwab, where I worked with a team of advisors to help high-net-worth investors pursue their short- and long-term goals. I moved to UBS Financial Services/PaineWebber in 2002 and was fortunate to join Stifel when it acquired my UBS office in 2009. I now am responsible for more than $115 million in client assets under management.
I earned the CERTIFIED FINANCIAL PLANNER™ certification in 2007 and hold Series 7, 63, and 66 securities licenses, as well as life, health, and variable insurance licenses (including annuities).
Active in my community, I have served on the board of directors for the Central Florida Better Business Bureau since 2008 and was chairman of the board in 2020 and 2021. I have worked with Habitat for Humanity and served as treasurer for Cub Scout Pack 396 in Deltona from 2008 to 2011.
My Mission
My mission is to provide trusted, knowledgeable, and high-quality wealth management services to a broad array of investors.
Taking the time necessary to understand your situation, I am committed to identifying your current and future needs, assets, and risk profile, especially when it comes to transferring wealth from one generation of your family to the next.
Let me show you what my team and Stifel can do for you.
My Investment Process
Recognizing that there is no such thing as a one-size-fits-all approach to investing, I employ a rigorous process designed to find the most suitable investment products and services to help you pursue your financial goals.
Once your strategies are in place, a high level of communication is a vital component to our long-term relationship.