- Series 24
- Series 7
- Series 65
- Series 6
- Series 63
- MBA in Business Admin – RMU
- Life, Accident, & Health Insurance
*Securities registrations held through
Managing Partner | Wealth Advisor
(412) 389-0867 firstname.lastname@example.org
969 Greentree Rd – Suite 320, Pittsburgh, PA 15220
Derek is a Managing Partner and Wealth Advisor that helps individuals and organizations achieve their aspirations and goals by providing them with trusted, reliable, and skillful comprehensive financial and management services both regionally and nationally.
Derek has been in the Financial Services industry since 1998. He was a VP for Citizens Securities where he spent 18 years and had various roles within the organization. He also spent 2 years at Mellon Bank prior to the sale of its retail business to Citizens Bank. In his many years of experience, he as learned that every client is unique and customizes strategies based on client needs as no 2 clients are the
In his spare time, Derek likes spending time with his family, hockey, fishing, boating, hiking, and outdoor recreation. He currently is the Head Coach for South Park HS hockey team.
Current CD Rates, FDIC Insured
We offer CD rates from all major banks in the country, so you don’t have to shop the banks yourself. These are brokered CDs, and are usually offering higher rates than the local banks. This is a great option for clients to generate a better return on their bank cash.