Derek Holstein
Derek began his career with Merrill Wealth Management in 2018 and has built his practice around a commitment to helping individuals, families, and business owners navigate life's financial complexities with confidence. He graduated from Florida State University with a Bachelor's degree in Finance and a minor in Entrepreneurship, establishing a strong foundation in investment management, financial planning, and business strategy.
Driven by a passion for helping clients build, preserve, and transfer wealth, Derek earned the Certified Private Wealth Advisor® (CPWA®) designation through the Investments & Wealth Institute®, in collaboration with the Yale School of Management. This advanced certification reflects his dedication to serving the sophisticated needs of high-net-worth individuals and families.
Through personalized planning, disciplined investment guidance, and a focus on each client's unique objectives, Derek helps clients build confidence in their financial future, preserve and grow wealth, and create a lasting legacy for the next generation.
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.
