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Our Team

At Prescott Private Wealth, Inc. we believe that knowledge is power. It is also the foundation for intelligent, well-considered decisions. As financial professionals, we are committed to providing you with guidance that can help you understand and better define your financial goals. We work hard to create a mutually beneficial and respected, long-term relationship with our clients and their families. Once we understand your risk tolerance, time horizon and goals, we will work diligently to develop a program that seeking to carefully balances investment strategies with preserving principal.

Whether you have significant assets to manage, or if you are just starting to accumulate wealth, we have the tools and background to provide the services that can fit your needs. As members of the local community for several years, we take pride in the fact that we can help people pursue the type of financial future they dreamed about.

Drew Prescott

President and Wealth Advisor

518-203-1983

Drew@prescottpw.com

Drew entered into financial services in 2005 as a Life Insurance agent with Northwestern Mutual. After quickly growing his business he added securities to his practice in 2006. In 2010, Drew took on the role of Training and Development Manager where he helped 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.  Wealth Advisory Group, LLC is a general Agency of Guardian Life Insurance Company and Park Avenue Securities.

Drew decided in 2013 that his clients would be best served if he were to align himself with an Independent Broker / Dealer where he could be product agnostic. As a fiduciary, Drew provides comprehensive financial planning services to individuals and businesses to help them work towards their financial and lifestyle goals. 

Jon Loranger

Chief Compliance & Operations Officer

Originally from Maine, Jon Loranger is a graduate of Northeastern University. He holds Series 7, 24, 53, and 63 registrations. He oversees the compliance operations of the firm. This includes maintaining compliance manuals and processes, document archival, and new business approval. His goal is to reduce audit risks while maintaining efficient business solutions. Jon has over 18 years of experience in the financial services industry where he served in various capacities such as IT director, senior agency supervisory officer, and as a financial advisor. Jon works closely with operations, marketing, licensing, technology, broker/dealer relations, and advisor support services. 

Cassandra Gonzalez

Compliance Coordinator

As Compliance Coordinator, Cassie plays a key role in the supervisory and operational aspects of the firm. Her attention to detail, combined with her analytical and organizational skills make her an invaluable member of the team.

Maggie Dumas

Client Services Associate

Maggie is an extremely versatile project manager who provides administrative support in a variety of areas. She provides complete back-office technology processing. This includes billing, virtual filing, and reporting. She is the liaison and provides support on advisor platforms. Maggie also provides compliance documentation which includes SEC filings of U4, ADV2B, and ADV2A, as well as business logs, DocuSign, and fixed business tracking.

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