As a Financial Advisor with Merrill Lynch, Derek focuses on the creation of strategies to help clients achieve their unique financial goals. He works with individuals, families, and business owners to understand all aspects of their financial lives.
Derek uses a defined process to help establish objectives, develop appropriate strategies, and make recommendations based upon risk tolerance, time horizon, liquidity needs, and overall investment goals, leveraging the vast resources at Merrill Lynch.
Derek is committed to providing clients financial strategies to address all their financial needs completely and holistically. This ranges from retirement, investment and wealth transfer, to business needs and education planning. He can design a long-term financial strategy that is flexible and customized to your specific life goals and needs. Derek’s advice and guidance, along with his specific discipline around tracking and monitoring, allows this wealth management strategy to evolve with you toward your goal of achieving the life you desire.
He is a life long resident of Maine and a graduate of the University of Maine at Orono. Derek began working in financial services in 1998. He enjoys the Maine outdoors and is an avid sportsman. He is a member of both the Maine Historical Society and the New England Historic Genealogical Society.
Please consider sitting down to review your financial concerns- and explore your needs. Feel free to contact Derek by calling (207) 871-1914 or emailing at firstname.lastname@example.org.