Andrew “Drew” Woolridge is Managing Director, Wealth Advisor dedicated to serving the unique needs of wealth creators, emerging entrepreneurs and multi-generational families. Drew helps unleash the value you’ve created by incorporating your personal and business interests into a holistic planning process. Through True Fiduciary® standards, Drew helps bring transparency and clarity to comprehensive financial planning and carefully constructed wealth management strategies. With a focus on your best interests, the goal is to streamline and simplify your ongoing financial lifestyle.
Drew participates in the Investment Committee at Cresset and has more than 19 years of experience in wealth management. He is also a member of the Investments and Wealth Institute. For over 10 years, Drew advised high net worth and ultra-high net worth individuals and families at Convergent Wealth Advisors, most recently serving as Managing Director. Previously, Drew was the Investment Officer for CNB Bank’s Trust and Asset Management Division responsible for research and portfolio management.
Drew holds a Bachelor of Science and MBA, with a concentration in Finance, from Penn State University’s Smeal College of Business. He is a dedicated Penn State alumnus, maintaining strong, active ties with his alma mater by being a guest lecturer and providing career advice to current students and fellow alumni. While pursuing his graduate studies at Penn State, Drew was one of the key participants in launching the Nittany Lion Fund, LLC.
In the community, Drew is involved with the Chamber of Commerce for both Northern VA and Clearfield PA, as well as the Association for Corporate Growth (ACG) Capitol Chapter. He has also participated in mentoring/lecturing for Big Brothers Big Sisters of Germantown, MD as well as the Explorer Program for Clearfield High School. Drew currently resides in Arlington, VA.