Drew Melzer
About Drew Melzer
Drew Melzer is a Relationship Manager at TD Ameritrade in San Diego, California, with a background in financial consulting and advising.
Professional Experience at TD Ameritrade
Drew Melzer currently serves as a Relationship Manager at TD Ameritrade, a position he has held since 2018. In this role, he is based in San Diego, California. His responsibilities include developing and maintaining client relationships, ensuring customer satisfaction, and providing financial guidance aligned with clients' goals. At TD Ameritrade, Melzer focuses on offering personalized financial services to address the unique needs of each client.
Role at AXA Advisors, LLC
Prior to joining TD Ameritrade, Drew Melzer worked as a Financial Consultant at AXA Advisors, LLC from 2017 to 2018. During his 7-month tenure in the Greater San Diego Area, he was responsible for advising clients on financial strategies and investment opportunities. His role involved working closely with individuals and businesses to create financial plans that supported long-term financial health and growth.
Career at Morgan Stanley
Drew Melzer's career includes significant tenure at Morgan Stanley, where he served in multiple roles. From 2010 to 2016, he worked as a Registered Associate, providing support to financial advisors and assisting in client management. In 2016, he transitioned to the role of Financial Advisor for 7 months, where he delivered financial advice and investment solutions to meet clients' needs.
Educational Background in Financial Planning
Drew Melzer pursued his education at Southern New Hampshire University from 2018 to 2020, earning a Bachelor's degree in Financial Planning. This academic background provided him with a solid foundation in financial principles, investment strategies, and client relationship management. His education has played a crucial role in shaping his professional expertise in the financial industry.