Drew Egan

Drew Egan
Senior Vice President Director of Family Education

303 Peachtree St NE

Atlanta, GA 30308-3200

Drew.Egan@Truist.com

Phone 801-390-8368

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About me

Background

Drew Egan serves as the Director of Family Education within Truist Wealth’s Center for Family Legacy, where he's responsible for developing and delivering a variety of education programs that focus on preparing next-generation family members for various roles and transitions that occur over a lifetime. He works one on one with family members and participants in multi-generational family meetings on a broad array of topics, such as finance education, family communication, and career development.

Prior to Drew's current role, he spent eight years working in the workplace financial wellness industry, where he designed and delivered financial wellness programs, including the Truist Momentum program, for organizations such as Overstock.com, 1-800 CONTACTS, Florida International University, Holiday Inn, and eBay.

Education

Bachelor of Science Family Psychology
Brigham Young University
Master of Business Administration
Emory University - Goizueta School of Business

Personal Interests

Drew’s passion centers on helping people achieve personal and financial greatness and he enjoys skiing, pottery, and relishing life with his wife and four sons.

Specialties

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

  • Educating family members with significant wealth to confidently manage their financial lives

Locations

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