Thomas Drake, CIMA®, CRPC® - UBS Financial Services Inc.

The Drake Financial Group, led by Tom Drake, is dedicated to assisting owners, executives, and employees in the petrochemical and medical industries with a comprehensive range of financial needs, including retirement income planning. Utilizing exclusive research and unparalleled global resources through UBS, the team crafts clear and achievable financial strategies tailored to withstand market uncertainties and economic cycles.

With credentials including Certified Investment Management Analyst (CIMA) and Certified Exit Planning Advisor (CEPA), Tom Drake brings valuable expertise to entrepreneurs seeking growth and successful business exits. Supported by Senior Registered Client Service Associate Toni Melinder, the group is committed to developing long-term relationships through quality client service and customized financial advice.

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