Derek Holstein
Derek began his career at Merrill Lynch Wealth Management in 2018. He is a graduate of Florida State University where he earned his Bachelors Degree in Finance and a Minor in Entrepreneurship. After discovering his passion for helping others grow and protect their wealth, Derek went on to earn his Certified Private Wealth Advisor® (CPWA®) certification through the Investments & Wealth Institute™ in conjunction with the Yale School of Management. Today, he is dedicated to helping clients build a stronger future through customized financial planning and personalized wealth management strategies.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CPWA® and Certified Private Wealth Advisor®. Use of CPWA® and Certified Private Wealth Advisor® signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for wealth advisors.
Communication is instrumental to managing life's challenges. That's why I work to engage you and your family in the financial decision-making process. Communicating openly with family members on the sometimes-difficult subject of wealth can be a challenge. I can help facilitate these discussions and offer personalized financial strategies designed to educate the younger generation about how assets may be invested.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
