Wells Fargo Advisors
34yrs
Top advisor by experience in Morristown
14yrs
Drew Leach
Financial advisor at Merrill
Drew Leach has worked in the financial industry for 14 years and is a fiduciary financial advisor based in Morristown, Tennessee. Drew has been with Merrill since 2012. Merrill offers investment management, retirement plan consulting, and selecting outside investment managers and is paid through a percentage of assets, flat fees, and commissions.
One of 28 advisors with offices in Morristown, and one of 25 fiduciaries.
At a glance
Experience14 years (since 2012)
How that compares ?More experience than 52% of advisors at Merrill
Office225 W First North St, Morristown, TN 37814
FirmMerrill
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$860,085
Advisors at the firm25,559
States licensed ?2 states
Services through Merrill
Investment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2012 – nowMerrillCurrent firm
Questions to ask Drew
Tailored to Drew’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Drew
How do I contact Drew?
Call Drew’s local office at (423) 318-7340 or the Merrill main office at (800) 637-7455, and ask for Drew Leach.
How long has Drew been a financial advisor?
Drew has been in the industry since 2012, about 14 years. More experience than 52% of advisors at Merrill.
What licenses does Drew hold?
Series 66. Tap any license on this page to see what it allows.
Is Drew a fiduciary?
Drew is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Drew paid?
Merrill reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Drew for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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