After completing studies at Niagara University in Niagara Falls, New York, Drew Pelton matriculated at the State University of New York, in upstate New York to secure a Bachelor of Science in Education. He subsequently discovered he was best suited in the world of financial services, becoming a Certified Fund Specialist through the Institute of Business & Finance in San Diego, California, and then obtaining his Chartered Financial Consultant certification and designation through The American College in Bryn Mawr, Pennsylvania. A longtime resident of Baton Rouge, Louisiana, Drew Pelton has operated in the financial industry since 1979 now as Drew Pelton Investment Services.
With an emphasis on helping clients reduce investment costs and improving investment returns, Drew Pelton works directly with the clients. He has a unique ability to translate his extensive and deep knowledge of financial matters into a language that anyone can easily understand. After understanding and confirming each client’s specific goals and identifying their level of risk tolerance, Mr. Pelton and his team use proprietary systems and modeling methodologies to develop wealth management strategies that are suitable and highly effective.