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Drew Adler, MBA

Drew Adler, MBA

Investment and Retirement Specialist

Drew has been working with Phil and the team since 2007. He is responsible for the design and implementation of client’s comprehensive investment, risk management, retirement and income solutions. Drew strives to develop personalized investment portfolios to help meet individual client’s goals and objectives. Working closely with Phil, Drew focuses on the coordination of a client’s entire investment portfolio to assure a comfortable and prosperous retirement as well as successful transition to future generations.

Drew received his B.S. in business administration from The Ohio State University. Drew also holds an M.B.A. in Finance from Cleveland State University. Drew joined Lincoln Financial in 2001 after 8 years working in the investment departments of several local Cleveland Financial Institutions.

Drew is a lifetime resident of the Cleveland area and currently resides in Aurora. His daughters recently graduated from The Ohio State University and his son is entering his sophomore year at Miami University.