Drake began his career in the financial services industry in 2021 with the RBC Wealth Management Salt Lake City office, where he worked as a client associate and developed a deep understanding of portfolio administration and client relationship management. During his time in this role, he also obtained his securities industry and insurance licenses. Drake passed the SIE, Series 7 and 66 exams and holds life, accident and health insurance licensure in the state of Arizona. Three years ago, he transitioned into an advisory role when he joined the RBC Advantage team, moved to Arizona and began working out of the Scottsdale office.
Drake recently earned the CERTIFIED FINANCIAL PLANNER® professional designation, demonstrating his commitment to the highest standards of competency, ethics and client-focused advice. He takes a holistic approach to wealth management, integrating investment management, retirement planning, tax-considerate strategies and estate considerations to help clients navigate life’s financial complexities with confidence.
Drake is dedicated to building lasting relationships and helping individuals and families make informed financial decisions aligned with their values and longterm objectives.
In his free time, he likes to play golf, travel, attend sporting events, spend time with family and hike or walk his golden retriever, Kinley