Drew Maldonado of BNY Mellon Wealth Management is a member of XPX New Jersey

Drew Maldonado

Senior Client Strategist

Madison, New Jersey

Professional Profile

Call Me When

Call Me When... Pre-sale planning for Business Owners needing help structuring their wealth to minimize taxes before a transaction occurs and develop a plan to fund their lifestyle.

Contact Method

917-453-6325

Profession

  • Wealth Planner
  • Professional Certifications

    Functional Expertise

  • Charitable giving
  • ESOPs
  • Estate planning
  • Family business
  • Investments
  • Philanthropy
  • Retirement
  • Trusts
  • Exit/Transition Planning
  • Business Focus

    Business Owners focused

    Transition Planning Certification

    Client Industries

  • Health/Pharma/Biotech
  • Real Estate/Construction
  • Telecommunications
  • Client Results

    $5MM liquid minimum

    Membership

    New Jersey, Leadership Collaborative

    Member Since

    4 Year Member

    Sponsorship Type

    Chapter Leadership Role

    Programming Committee

    Why I'm a Member of XPX

    Sharpen our professional expertise around helping owners plan to transition their business

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