Derek Johnson,
Managing Director, Senior Financial AdvisorNMLS #632799
Derek R. Johnson is a Managing Director, Senior Financial Advisor in the San Jose California Merrill Lynch Wealth Management office. Derek adheres to a disciplined process that delivers a consistent yet customized wealth management experience. Before any financial decisions are made, he considers your whole life, taking the time to fully understand who you are and what matters most to you as an individual and as a business professional. With this intimate knowledge about what you value most, Derek is able to help you establish objectives, develop an appropriate strategy and recommend solutions based upon client's risk tolerance, time horizon, liquidity needs, overall investment goals and the costs associated with the recommendation. Derek then draws upon the breadth and depth of Total Merrill to connect all the pieces of your financial life.
Derek can conduct regular reviews with you to help you track your progress toward reaching your goals and keep your strategies consistent with any changes that may take place in your life and/or business. Derek has been a Financial Advisor for 26 years, joining Merrill in 1996. He is a graduate of San Jose State University with a degree in Finance. Derek has also earned the designation of Chartered Retirement Planning Counselor, CRPC®. Derek enjoys spending time with friends and family.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
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.
