DREW MCCOY

PRESIDENT AND FOUNDER

With more than 39 years of experience as a Financial Advisor and the founder of PRISM in 2003,

Drew McCoy believes that every successful portfolio is built upon a clearly defined life plan.

Drew is known for his ability to simplify complexity. He communicates in plain, straightforward

language—never financial jargon—and works closely with clients to define their goals, develop

thoughtful strategies, and ensure they fully understand the reasoning behind every

recommendation. His collaborative approach gives clients the clarity and confidence to move

forward. Each engagement is highly personalized—never a one-size-fits-all solution—and evolves over

time as clients’ lives and priorities change. Throughout every relationship, Drew maintains an

unwavering commitment to discretion and confidentiality.

EMAIL DREW

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