Drew Digby
CAPTRUST
Brentwood,
Tennessee
Contact
How to contact
email or phone
Professional Profile
Call Me When
a business owner needs comprehensive financial planning leading up to, during, or after a business transition.
Professions
Wealth Manager
Functional Expertise
Board of Directors (not for profit)
Cash management
Charitable giving
Compensation
Employee benefits
Entrepreneurship
Equity
Estate planning
Family business
Fiduciary
Finance
Investments
Philanthropy
Retirement
Tax
Exit/Transition Planning
Professional Certification
CFP®, CPA, PFS, CEPA
Transition Planning Certification or Methodology
CEPA / Exit Planning Institute, although I'm not evangelist
Client Industries
Agriculture/Mining
Business Services
Computer/Electronics
Consumer Services
Education
Energy/Utilities
Financial Services
Government
Health/Pharma/Biotech
Manufacturing
Media and Entertainment
Non-profit
Real Estate/Construction
Retail
Software/Internet
Telecommunications
Transportation/Storage
Travel/Recreation/Leisure
Wholesale/Distribution
Client Results
My aim is to help coordinate and implement financial strategies to achieve my client's most meaningful goals to build both wealth and quality of life.
Chapter information
Membership
Nashville Individual
Member since
Member for 1 year
Why I'm a Member of XPX
A key component of serving business owner clients well is having a good referral network to call on as things outside my area of expertise come up. XPX is a great professional community surrounding business transitions.
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