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Creating a Financial Plan Pursuing

Financial Freedom

We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.


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Seeking Success by

Working Together

We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

Learn More Today About

How We Help

Contact us today to find out how we can help with your financial needs.

Welcome to Collar City Financial Strategies

At Collar City Financial Strategies we want to help you achieve long-term financial stability. We realize that today’s economic environment presents many challenges, and we believe that the best way to overcome those challenges is by being prepared. Whether you are putting your kids through college, facing retirement, or looking to better understand certain investment opportunities, we believe we can help you better understand and take control of your finances.

 

About Us

We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client’s trusted advisor.

 

Our Philosophy

As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations. Together, we implement the recommendations and monitor your progress.

 

Our Process

A strong planning process is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner.

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Our Services

There are many financial products in the market, and so choosing the ones that best meet an individual client’s needs can be complicated.

 

Investments

Investments can play a key role in your financial security plan. A mix of registered and non-registered savings can help achieve your goals.

 

Insurance

Insurance is essential to any comprehensive financial security plan. It can protect you and your family from undue hardship.

 

Retirement Planning

Retirement planning today has taken on many new dimensions that never had to be considered by earlier generations.

 

Your Finances

Managing your finances is an important component to any financial security plan. Money management strategies help you manage your savings on a daily basis.

 

Asset Allocation

Asset allocation is the process of selecting a mix of asset classes that closely matches an investor’s financial profile in terms of their investment preferences and tolerance for risk.

 

Charitable Giving

Everyone has their own reason for gifting their assets or a portion of their income to charitable organizations. Some find comfort in helping others who are less fortunate, while others simply want to share their good fortune.

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Our Team

Learn more about our amazing team of professionals.

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Drew Prescott

President / Wealth Advisor

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Drew Prescott

Phone: 518-203-1983

Fax: 518-326-3418

Email: dprescott@collarcityfs.com

Drew entered into financial services in 2005 as a Life Insurance agent with Northwestern Mutual. After quickly growing his insurance book of business he added securities to his practice in 2006. In 2010 Drew took on the role as Training and Developement of new and experienced representatives while working with Guardian Life Insurance Company out of New Hampshire.

In 2011 Drew was recruited to become Senior Vice President of Wealth Advisory Group, LLC in Manhattan. During Drew's time with Wealth Advisory Group, LLC a general Agency of Guardian Life Insurance Company and Park Avenue Securities.

Drew decided in 2013 that his clients would be best served if Drew were to align himself with an Independent Broker / Dealer. That decision birthed Collar City Financial Strategies whom has chosen to strategically align itself with LPL Financial as their Broker/Dealer which provides Research, Compliance, and Clearing functions.

Drew is trained in Insurance designs, designing financial Plans in addition too trading and designing Investment portfolios.

Bio
Photo of team member

Stacey Prescott

Administrative Assistant

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Stacey Prescott

Stacey entered into the Financial services industry in 2016 as an Administrative Assistant to Drew Prescott.

Stacey quickly displayed her value as she played a critical role in the office by coordinating a plan to convert Collar City Financial Strategies book of business to LPL Financial in our Broker-Dealer transition which started in November of 2016.

Through her time with Collar City Financial Strategies, Stacey has earned her Specialists Degree through the Administrative University of LPL Financial and is working on her Administrative Degree through the LPL Financial training program.

Stacey is a graduate of Russell Sage College in Troy, New York where she has earned her Bachelors of Arts and Psychology and a Masters of Science and Education. This background gives Stacey a unique perspective on how to address processes between the office and our clients.

Prior to starting with Collar City Financial Strategies, Stacey worked with children whom have developmental delays and their families by developing individualized therapy plans to help children reach age appropriate milestones. Her work took her throughout various counties in the Capital District.

Stacey resides in Troy with her husband of 15 years Drew Prescott and their children Parker, Chloe and Natalie.

 

 

 

Bio
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Dana Branham

Client Service Consultant

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Dana Branham

Phone: 518-203-1983

Toll Free: (833) 292-0797

Email: dbranham@collarcityfs.com

PROFESSIONAL BIO

Dana Branham is a Client Service Consultant at LPL

Financial. She partners with advisors to provide

support on administrative tasks and client

management functions.

Dana is a former LPL financial advisor who recently

sold her practice to take a new direction within

financial services. During her 12-year tenure as an

advisor, she enjoyed educating clients and the

community in an effort to increase financial literacy

and promote financial security for all. She is excited

about this new adventure at LPL and looks forward to

supporting advisors in their practices.

 

PERSONAL BIO

Dana is a native of Kentucky. Yes, she has been to the

Derby, but no, she is not a basketball fan. ;) She’s an

active member of Alpha Kappa Alpha Sorority, Inc. and

enjoys reading, shopping, and dancing.

Bio

Contact Us

Don't hesitate to get in touch with us.
We would love the opportunity to become your trusted advisor.

Phone: 518-203-1983
Fax: 518-326-3418
Toll Free:

Email: drew@prescottpw.com

106 Everett Road Suite 1, Albany, NY 12205

Book An Appointment Today!

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