Ocean Advisors, LLC
Ocean Advisors, LLC
1515 Mockingbird Lane
Suite 717
Charlotte, NC 28209
Phone: 704-523-6914
Email info@oceanadvisors.com

About Drew

Drew Waterbury has been in the financial services industry since 1984.  He  began working for New York Stock Exchange Member firm Quick & Reilly, Inc., while in high school.  After short detours to the Chicago Board of Options and to earn a degree at Hampden-Sydney College, he returned to Quick & Reilly.  In 1987, he moved to Charlotte to manage the local Q&R office.  In 2001, he joined Scott & Stringfellow, leaving to create Ocean Advisors as a fee only financial planning firm in 2006. 

Drew has held the following NASD/FINRA licenses: Series 4, 7, 8, 31, 63, 65.  These licenses are no longer current. 

He has completed professional training courses related to the areas of asset management, mutual fund counseling, retirement plan analysis, financial issues for divorcing couples, and financial planning for college. He has held the Certified Financial Planner designation (CFP)  since 1998 and is a Chartered Federal Employee Benefits Consultant (ChFEBC).

In addition to working with individuals and small companies, Drew has been a frequent presenter of financial education programs to Fortune 500 size companies and their employees.

Ocean Advisors, LLC, is located at:

801 E. Morehead Street, Suite 104
Charlotte, NC 28202

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