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Jake M
Series 65
Charlotte, NC
CWA Asset Management Group
Jake Murphy is a financial advisor at CWA Asset Management Group with a Series 65 designation and one year of industry experience. Prior to joining CWA, he worked at Raymond James and has a background that includes service at the United States Air Force Academy and in the United States Military. CWA Asset Management Group provides investment advisory and financial planning services to a diverse client base, including individual and high-net-worth clients, family offices, and institutional investors. The firm employs a range of active and quantitative strategies, leveraging proprietary research, multi-factor stock selection models, and artificial intelligence to construct globally diversified portfolios tailored to client objectives.
Drewry I
CFP®, Series 63, Series 65
Charlotte, NC
CWA Asset Management Group
Drewry Isaacson is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at CWA Asset Management Group. He has previously held roles at Fifth Third Bank, Fifth Third Securities, and BB&T. Outside of his advisory work, he is involved with B&B Builders of the Carolinas, a residential construction company. CWA Asset Management Group provides investment advisory and financial planning services to a diverse clientele including individuals, high-net-worth clients, family offices, and institutional investors. The firm utilizes proprietary research and models, offering both active and quantitative portfolio strategies with a focus on global diversification and advanced techniques tailored to client objectives.
Michael M
Series 63, Series 65
Charlotte, NC
CWA Asset Management Group
Michael Martin is a financial advisor at CWA Asset Management Group in Charlotte, NC, holding Series 63 and Series 65 licenses with 18 years of industry experience. His prior roles include positions at Capital Wealth Advisors, Burney Company, TD Ameritrade, UBS Financial Services, and Ameriprise. CWA Asset Management Group provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, family offices, trusts, foundations, pension plans, and institutional investors. The firm employs in-house research, proprietary models, and both active and quantitative strategies that incorporate multi-factor stock selection models and selective use of artificial intelligence.
Philip B
Series 63, Series 65
Charlotte, NC
CWA Asset Management Group
Philip Brody is a financial advisor with CWA Asset Management Group in Charlotte, NC, holding Series 63 and Series 65 licenses and 20 years of industry experience. He has worked at CWA Asset Management Group since 2014, following seven years at Byron Financial, LLC and one year at Kestra Investment Services, LLC. CWA Asset Management Group provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, family offices, and institutional investors. The firm employs a range of active and quantitative strategies based on proprietary research and models, combining global diversification with techniques such as short selling, tax-aware strategies, and the selective use of artificial intelligence.
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