Andrew J. Horwitz, CFP®
National Director, Wealth Strategies
As part of the Wilmington Trust Emerald Family Office & Advisory® team, Drew is responsible for developing customized wealth management strategies and financial plans for successful individuals, families, and business owners. His areas of proficiency include estate and retirement planning, insurance planning, investment planning, education planning, business succession planning, legacy planning, and philanthropic planning.
Drew has two decades of experience in the financial services industry and held numerous positions in the Personal Financial Planning Group at The Vanguard Group. Earlier in his career, he served as a practicing attorney, specializing in wills and trusts.
He holds a JD from Widener University School of Law and a bachelor’s degree in health policy and administration from Pennsylvania State University. He holds his Pennsylvania Life, Variable Annuities, Accident, and Health licenses.
Drew authored several thought leadership articles and podcasts for Wilmington Trust, and has been quoted in local and national publications and websites for his keen insights on financial and estate planning. In addition, he co-authored “Integrating Estate Planning and Borrowing” in the Oct. 2019 issue of Trusts and Estates. Drew is a member of the Financial Planning Association for the Central Pennsylvania Region and the Pennsylvania Bar Association.