Derek McGee
Vice President, Senior Financial Advisor
2205 East Empire
Bloomington, IL 61704
309.664.8622
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Understanding your life priorities is an important part of the relationship with you. It’s not just about markets and returns, it’s about what matters most to you.  I can collaborate to help create a personalized plan designed around you, your family, your goals and your aspirations.
Profile

I believe wealth management begins with you. With your goals and dreams- and the financial objectives that make achieving them possible. In order to help clients achieve their goals I begin by listening. My goal is to gain a thorough understanding of all aspects of the clients unique goals. Through a continued relationship I look to create a proactive client service model that emphasizes client satisfaction.

About Me
Welcome

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.

Let's Have A Conversation
We take the time to listen and learn about you and your family before creating strategies that aim to meet your needs, goals and best interests now and in the future
About Merrill

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.

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Derek McGee is registered to do business in AK, AZ, CA, CO, FL, GA, IA, IL, IN, KY, LA, MI, MN, MO, NC, OR, SC, TN, TX, WI.