CLIENT RELATIONS ASSOCIATE
Dru Dearing is a Client Relations Associate for Water Street Financial, a locally owned and operated wealth and financial management firm that specializes in comprehensive goals based financial planning for individuals and families, investment advisory to non-profits and municipalities, consulting services to retirement plan fiduciaries, and outcomes based financial wellness programs to the participants of employer retirement plans. Water Street Financial is powered by LPL Financial and Wealthcare Advisory Partners.
In her current position, Dru is responsible for account opening and maintenance, scheduling client meetings and preparing meeting reports, handling client service items, maintaining our Contact Relationship Management software, and assisting with event planning and implementation.
Dru joined Water Street Financial in June of 2016. She has acquired excellent customer service skills for individual investment clients as well as retirement plan clients. She has also obtained account opening & account maintenance experience which allows her to prioritize an abundance of tasks. Dru continues to gain knowledge in a variety of financial disciplines. In her previous employment experience, she attainted proficient skills in organization, prioritizing and multi-tasking.
Dru is a 2013 John Handley High school graduate, a lifelong resident of Winchester and enjoys spending time with her family and friends.