Drew Heatley


Founding Partner

Drew is a founding partner with Green Wealth Management Group, LLC, bringing more than a decade of experience in wealth management to the independent firm, which was launched in 2021. Previously, Drew worked with his Green Wealth Management Group, LLC colleagues at Merrill Lynch, where he was a Vice President and Wealth Management Advisor. In 2019, Drew was named as a Forbes/Shook “Best-in-State Next Gen Advisor” for Connecticut.

As a veteran of the United States Air Force, Drew applies discipline, leadership, and enthusiasm for service to enhance the client experience. He leads most aspects of the team’s investment approach, including: investment due diligence, research collection, risk analysis, and portfolio construction. Working with business owners, Drew spearheads our qualified retirement plan advisory practice, which focuses on designing and implementing employer-sponsored retirement plans like 401(k)s. In pursuit of these specialties, Drew earned the CERTIFIED FINANCIAL PLANNER™ certification in combination with the Chartered Retirement Plans Specialist℠ and Certified Plan Fiduciary Advisor designations.

After his military service commitment, Drew earned a B.S. with High Distinction in Energy, Business, and Finance from The Pennsylvania State University (We Are!!!). A proud supporter of the Epilepsy Foundation of CT and its mission to support those that struggle with epilepsy, Drew serves on the EFCT finance committee. Drew is a former board member of the New Haven Rotary Club and is a Paul Harris Fellow award recipient. Drew lives in Orange, CT, with his wife Meredith and two daughters, Emerson and Britton.