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William G
Series 63, Series 65
Columbus, OH
Private Advisor Group, LLC
William Greear is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. His prior work includes positions at CME Financial Services, LLC, LPL Financial, LLC, and Parallel Equity Advisors Ltd. He has served as a secretary/treasurer and board member for Kendonly Properties, Ltd. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and access to managed account solutions. The firm operates under a fiduciary model, employing a variety of investment strategies and technology platforms while utilizing both internal and third-party managers.
Drew B
Series 65, Series 63
Columbus, OH
Private Advisor Group, LLC
Drew Boyer is a financial advisor with Private Advisor Group, LLC, holding Series 65 and Series 63 licenses and bringing 22 years of industry experience. His prior roles include positions at CME Financial Services, LLC, Parallel Equity Advisors Ltd., and Waddell & Reed. Outside of advising, he is an author of a book titled *Hip Hop X Finance*. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, and retirement consulting. The firm’s fiduciary-based model incorporates a range of investment strategies and technology platforms, often utilizing third-party managers and proprietary solutions such as WealthSuite.
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