About Drew Serzan, CLTC® (Edit profile)
Andrew “Drew” Serzan is a Partner and Senior Wealth Manager at Prosperity Capital Advisors. Over the past two decades, he has built his career in the financial services and insurance planning industry by fostering long-term relationships with his clients and fellow professionals. Drew is passionate about working with individuals and businesses in the areas of life insurance, comprehensive financial planning for retirement, and asset transfer and preservation as part of a holistic plan.
He specializes in designing and overseeing sophisticated insurance strategies for high-income and high-net-worth clientele, including celebrities and professional athletes whose earnings can be extremely volatile. As a result, he works diligently to help them understand the decisions and opportunities presented by their unique situations. By working closely with his high-net-worth clientele and their teams of advisors, he helps ensure efficient and effective lifelong wealth transfer and cash flow protection throughout their lifetimes.
