Andrew (Drew) Graser, Vice President, Senior Wealth Advisor
7, 24, 66
Securities registrations through LPL Financial
Located at Trumark Credit Union
Andrew “Drew” Graser is a Vice President and Senior Wealth Advisor for
Trumark Wealth Advisors. Drew is a seasoned financial advisor with over 25
years of industry experience across banks, asset managers, and wealth
advisors. His deep industry knowledge and understanding of global financial
markets are well suited to helping Drew’s clients develop a strategic plan to
work toward growing assets but more importantly strives to preserve wealth
in periods of volatility. Knowing there is a plan in place gives Drew’s clients
confidence they can work towards achieving their financial goals while
aiming to avoid costly decisions when periods of uncertainty arise.
His track record includes his tenure as Managing Director at Rothschild & Co.
as well as renowned institutions such as Principal, TCW Group, Citigroup, and
Dreyfus Investments where he oversaw portfolio solutions, asset allocation,
and investment strategy.
Drew holds a Bachelor of Science in Finance from the Rochester Institute of
Technology (RIT) and holds his series 7, 24, and 66 designations through LPL
Financial and is licensed in PA, NY, NJ, DE, MD and FL. Drew is an active
supporter of the American Red Cross and lives in Malvern, PA with his wife
and children.