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Drake Richey

Bush & Company

Drake Richey is a Partner at Bush & Company, a financial advisory firm based in Boston, Massachusetts.13 He joined the company in 2015, bringing with him extensive experience in the financial services industry.3 Drake holds several professional designations, including Accredited Investment Fiduciary (AIF) and Certified Exit Planning Advisor (CEPA).13

Professional Background

  • Partner at Bush & Company since 201513
  • Former Senior Vice President at Wells Fargo (2010-2015)1
  • Worked at Fitch Ratings in New York (2007-2010)1
  • Specializes in financial planning for business owners and insurance planning1

Education and Qualifications

  • Bachelor of Arts in Economics from Trinity College, Hartford1
  • Holds Series 7 and 66 licenses13
  • Accredited Investment Fiduciary (AIF)13
  • Certified Exit Planning Advisor (CEPA)13

Achievements and Recognition

Drake Richey was recognized as a winner of the 2022 4 Under 40 Award by the National Association of Insurance and Financial Advisors (NAIFA).2 This award honors financial advisors for their professional success and ability to balance work and personal life while actively contributing to their communities.2

Personal Life

Drake lives in Charlestown with his wife Sarah and their three children.12 He is actively involved in his community, serving on several charitable boards in Boston.13

Highlights

Drake Richey Recognized As NAIFA's 4 Under 40 Award Recipient
Aug 1 · naifama.org
Meet Drake Richey, Our Second 4 Under 40 Nominee!
Meet Drake Richey, Our Second 4 Under 40 Nominee!
Find a CEPA | Drake Richey - Exit Planning Institute
Find a CEPA | Drake Richey - Exit Planning Institute
Team — Bush & Company
Team — Bush & Company

Related Questions

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Drake Richey
Drake Richey, photo 1
Drake Richey, photo 2
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Location

Boston, Massachusetts, United States