SVA PLUMB PROFESSIONALS



Drew Melby - CRPC®, CFP®

Associate Financial Consultant

phone (608) 826-2778
email Madison Office

Drew is an Associate Financial Consultant with SVA Plumb Wealth Management, LLC.

Drew provides in-depth financial planning for clients including retirement planning, cash flow and budget planning, and education planning. Drew has worked within the investment management industry since 2011. He began his career at T. Rowe Price before joining SVA Plumb Wealth Management in 2015. 

Education

  • Wheaton College - Bachelor of Arts - Communications

Credentials

  • CERTIFIED FINANCIAL PLANNER™
  • Chartered Retirement Planning Counselor℠

Professional Memberships/Affiliations/Activities

  • Ÿ Financial Planning Association (FPA) of Southern Wisconsin

Off the job, Drew enjoys spending time with his wife (Jessica) and daughter (Solveig), traveling, and visiting with family in Northern Wisconsin or on the shores of Lake Michigan.

Drew is an Associate Financial Consultant with SVA Plumb Wealth Management, LLC. Drew provides in-depth financial planning for clients including retirement planning, cash flow and budget planning, and education planning. Drew has worked within the investment management industry since 2011.

The following is a partial list of the topics Drew covers:

  • Retirement Planning Made Simple
  • Retirement Readiness
  • Retirement Investing From Beginning to End
  • Preparing the Next Generation of Investors
  • Understanding Your Company Benefits
  • Saving For College – Options and Strategies
  • Protecting Your Identity - Top Cybersecurity Threats

Drew has spoken to audiences at:

  • Thermo Fisher Scientific
  • Snap-on Tools
  • CarMax
  • HONDA Manufacturing
  • The Washington Times
  • Sanofi Pharmaceuticals
  • Archdiocese Of Baltimore
  • Holland Hospital
  • Fairfax County, Virginia: Sheriff’s and Police Office, Fire and Rescue, Library, Emergency Management Team, Economic Development Authority, Circuit Court, Etc.
  • Outrigger Hotels
  • Generous Giving Conference (Atlanta, GA)
  • American Association Of Independent Investors (AAII) 
  • SVA educational seminars