Drew Heatley


Founding Partner

Drew is a founding partner at Green Wealth Management Group, LLC, bringing a decade of experience in wealth management to the independent firm, 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 our clients’ experience. He leads the development of the team’s investment management strategies, as well as the ongoing due diligence and research collection. Working with our business owner clientele, Drew spearheads our qualified retirement plan advisory practice, focused on designing employer-sponsored retirement plan choices. 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. Drew is a Paul Harris Fellow award recipient and former board member of the New Haven Rotary Club. Drew lives in Orange, CT, with his wife Meredith and two daughters, Emerson and Britton.