Drew Lerda-Plog, CFP®
Associate Wealth Manager - Sarasota
Drew joined the Pinnacle team in May 2024 after working as Wealth Representative for Zions Bank Corp in Texas and a Financial Planning Assistant at LPL Financial in Colorado. Drew is currently an Associate Wealth Manager based in Pinnacle’s new Sarasota, FL office, training with and assisting Pinnacle’s Wealth Mangers and Senior Wealth Managers. Drew earned his Bachelor’s degree in Business Administration from California State University with a study focus in Finance. Drew also earned the esteemed CERTIFIED FINANCIAL PLANNER™ certification in December 2024.
Drew is thrilled to settle down near family in Florida as he and his fiancé Katie raise their baby girl, Qunicy. Aside from work and family, Drew enjoys golf, target shooting, fishing and spending time on the water exploring the Tampa and Sarasota area.
