As a CERTIFIED FINANCIAL PLANNER™ , Derek is responsible for building relationships with current and new clients through financial planning and investment advice.
Prior to joining CPS, Derek was a member of the 529/College Planning team at Fidelity Investments, and one of four of the $100 Billion Merrill Lynch WRAP program traders, including omnibus institutional trading for large partners of the firm. Prior to the WRAP seat, Derek began his career with Merrill in 2005 as a MLIGS (Merrill Lynch Insurance Group Services) annuity specialist.
Derek earned his CERTIFIED FINANCIAL PLANNER™ in 2015 and a Bachelor’s Degree from the Florida State University in Finance in 2004.
Derek is currently involved in various non-profit and philanthropic work in the Lakeland area, but mostly enjoys spending time with his wife, son, and daughter.