Drew Jackson, senior managing director, private wealth solutions, not only serves on Capital Square’s executive leadership team, but he also focuses on the strategic growth and administration of the total vertically integrated firm. His passion for nurturing and growing relationships as well as his holistic view of wealth generation makes him a key player in the implementation of strategic initiatives and partnerships amid evolving client and market needs.
A forward-thinking and innovative leader with over 25 years of experience in the financial services industry, Drew previously served as president and CEO of Concorde Holdings, a leading independent broker-dealer, registered investment advisor and insurance agency, specializing in alternative investments. At Concorde, he led the firm to the best results in company history, consistently driving positive outcomes and advocating for evolving financial services to client-centered products and programs. Drew has been a leader in the RIA business for years, directing programs, supporting representatives and clients, and adopting solutions for tax problems through alternative investments. He was a significant driver in the development of one of the industry’s first open-architecture UMA platforms as well as in the shift from a transaction-based to a fee-based advisory model of business. Earlier in his career, Drew directed the wealth strategies group of Scott & Stringfellow, BB&T Securities (now Truist Financial), leading the firm’s client focused wealth management programs.
A graduate of Radford University with a Bachelor of Business Administration, Drew holds numerous FINRA licenses, including series 7, 9, 10, 24, 63 and 65. He is a certified investment management analyst (CIMA) and an accredited asset management specialist (AAMS), and was also a finalist for WealthManagement.com’s “CEO of the Year” in 2023.
Drew gains the greatest satisfaction in helping others grow, thrive and find success, providing outcomes with measurable results and transformative potential.