Drake A. Qualls, CFP®

Senior Wealth Advisor

Southborough, MA
Drake A. Qualls, CFP®

Business Transition Planning


Business Owners

For over a decade, Drake has guided individuals, small business owners, and employee benefit plans as an Investment Advisor and CERTIFIED FINANCIAL PLANNER. His career began at Charles Schwab, but much of his experience has been working as a financial advisor and planner within large accounting firms. This experience provides a backdrop for his advice as well as a network of associated professionals throughout the country. As a Principal and Senior Wealth Advisor at The Colony Group, Drake continues to provide expert guidance. 

Drake currently serves as Board President for the Financial Planning Association of Arizona. In 2025, Drake will serve as Chairman of the Board. Drake is focused on driving financial literacy in Arizona and on creating opportunities for financial planning students throughout the state. 

Born and raised in Phoenix, Arizona, Drake doesn’t see himself living anywhere else. Drake loves to spend most of his time with his wife of 11 years, Justine, and his two young daughters, Paige and Violet. His hobbies include gardening, strength training, karaoke, and the occasional canyoneering trip.