Drew Perryman has more than 40 years of experience in the financial services industry and is dedicated to providing disciplined, objective strategic guidance to multi-generational families and business owners. Since joining Baird in 2011, he has served clients by helping them navigate complex financial decisions with clarity and confidence. Drew has held his CERTIFIED FINANCIAL PLANNER™ designation for over 25 years, underscoring his commitment to comprehensive, fiduciary-focused planning.
Born in Thomasville, North Carolina, and raised in Charlotte, Drew graduated from the University of North Carolina at Chapel Hill with a Bachelor of Science in Business Administration. His early interest in investing began in high school while working at UPS. While there he regularly unloaded semi-trucks filled with Apple computers which sparked his interest in the financial markets. Buying AAPL was his first foray into the equity markets.
Drew lives on Lake Norman with his wife Beth, where they enjoy an active outdoor lifestyle and winding down to watch the sunset over the water. He is the proud father of two adult children: his son serves with the U.S. Forest Service, and his daughter works at Levine Children’s Hospital. Outside his professional responsibilities, Drew enjoys driving and maintaining classic muscle cars, managing a family tree-farm, and getting to drive his tractor to maintain the roads. He also stays active with cycle classes and enjoys a wide range of water sports and lake activities, most recently wake surfing.
Drew is active in his church, where he volunteers with the Coffee Crew and participates in community outreach. While a member of the North Mecklenburg Rotary Drew served as Sergeant of Arms and Secretary and was honored as Rotarian of the Year. Drew served on the Board at the Lake Norman YMCA, chairing the major gifts committee and also as chair of the annual Triathlon. While on the YMCA Board, Drew was an honored recipient of the Mark Holloway Award for distinguished service.