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Drew Pelton

Drew Pelton, CFS, ChFC, IAR

President & Founder, Drew Pelton Investment Services in Baton Rouge, LA

During Drew Pelton’s distinguished career, which has spanned over 30 years, he has served many hundreds of clients in the Baton Rouge metropolitan area and throughout the state of Louisiana. Drew Pelton Investment Services, A Retirement Income Source and his firm provides clients with investment, tax, retirement, financial and estate planning services. Drew’s understanding of the financial markets is substantiated by his academic background, which includes a Bachelor of Science Degree, as well as the Certified Fund Specialist (CFS) and Chartered Financial Consultant (ChFC) designations. One of the things that sets Drew apart from most financial advisors is his high-level experience working and coordinating with CPAs, attorneys, other financial planners and brokers. This approach helps ensure his clients get the best communication, service, and results. When Drew is not keeping up with the financial markets and addressing client needs, he enjoys traveling and studying American history, particularly the biographies of leaders who have shaped U.S. and world history.

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