Cara Sullivan Drew is a Financial Advisor with Concord Wealth Management where she works with individuals and families designing both short-term and long-term financial saving strategies.
She started her career in estate planning after graduating with a Bachelor of Science in Legal Studies from the University of Massachusetts and has worked in financial services for seven years. She found transitioning to financial services was a natural choice because it allowed her to actively work with families’ finances throughout their lives rather than exclusively handling after their death.
Cara holds her Series 6 and 63 as well as life, accident and health licenses. She is a member of Million Dollar Round Table (MDRT) and has received several other elite awards. Since 2003, she has also served on a committee for the National Multiple Sclerosis Society, raising more than $30,000 annually for the organization.
Cara resides in Tyngsborough, Massachusetts with her husband and her three children, Trevor, Alexa and Peighton. In her spare time she enjoys working out and being involved with her family and her kids’ activities which include basketball, baseball, football, dance, softball, golf and lacrosse. She also enjoys spending time on the boat on Lake Winnipesaukee with her family and friends.
**Senior Financial Adviser does not imply an expertise, certification, training or specialty in advising pre-retirees, retirees, or senior-aged individuals.