Andrew A. Gearhart, CFP®

Andrew A. Gearhart, CFP®

Drew Gearhart is a Client Consultant with Warren Averett Asset Management.

Drew joined the Firm when Kinsight merged with Warren Averett Asset Management in 2017. His primary responsibilities include developing client relationships, comprehensive financial planning and managing investment portfolios for clients. Drew and his wife reside in Mountain Brook with their daughter and hound-dog, Scout.

Education

  • Bachelor of Science, Banking and Financial Services
    University of Alabama, Tuscaloosa, AL

Professional Affiliations

  • Financial Planning Association of North Alabama, Member
  • Estate Planning Council of Birmingham, Member
  • National Association of Personal Financial Advisors, Registered Advisor

Community Involvement

  • The Exceptional Foundation Junior Board, President
  • The Club, Young Executive Board Member
  • Rotaract Club of Birmingham, Member
  • Preschool Partners, Member
  • Canterbury United Methodist Church, Member

Ask Me About

  • Whether your insurance coverage actually appropriate for you, or is it just what you were sold?
  • Whether your estate plan is talking properly to the rest of your financial plan
  • Ways to effectively pass money to future generations and helping your children and grandchildren appreciate your hard work and gifts
  • My path to becoming a third generation Eagle Scout
  • How to purchase rental properties with your in-laws
  • My transition from the insurance industry to the comprehensive financial planning world
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