Drew Harris, CFP®, CFA® Greenway Wealth Advisors
- 1920 Abbott Street 300, Charlotte, NC 28203
- (704) 216-4942
- https://www.greenwaywealth.com/
About Drew Harris, CFP®, CFA®
Drew joined Greenway in November 2019 as a Senior Advisor with a passion to assist others as they plan their goals and navigate their financial choices. He loves hearing others’ stories and having the opportunity to learn what motivates them.
Drew spent the past 12 years working for a financial advisory firm in Matthews, NC analyzing investment options and assisting clients in the implementation of their financial plans.
Prior to joining the financial world, he taught high school for four years in Mississippi. He earned a Bachelor of Business Administration in Management from Texas A&M University followed by a Master of Arts in Biblical Studies from Reformed Theological Seminary. Drew is a CFA® charterholder and CFP® professional.
Drew has been married to Laurabeth since 2006 and they have three children: Lounora, Henry and Charlie. He loves to read, run and take an occasional hike in the woods.
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
Ideal Clients
- Christian Faith Based
- Coronavirus Relief
- Financial Coaching
- Gen X
- Retirement Planning
Ways Advisor Charges
- Monthly Fee
- Quarterly Fee
Fee Options
- $165/month + 0.60% of AUM
- 1% of AUM if AUM is +$500k
SEC Records
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
