CHIEF OPERATING OFFICER
Derek’s number one focus every day is to ensure our clients have a five-star experience and first-class service.
With over 20 years total experience as President of two companies in the financial industry, Derek provides clients with a knowledgeable base to guide them as they learn new aspects of the financial world. He attended school at St. Stanislaus and graduated from Mercy Cross High School in 1994.
Derek played basketball at the University of Southern Mississippi and graduated from Arizona State University with a bachelor’s degree from the Walter Cronkite School of Communication.
He is a native resident of the Mississippi Gulf Coast and resided six years in Rose Mary Beach, Florida. In his spare time, Derek loves spending time with his family, exercising, traveling and attending sporting events.
Email Address: email@example.com
Phone: (228) 388-2031
Roberts Wealth Management Team
Client & Golf Relations Coordinator
To schedule a time to discuss your financial future, contact us at firstname.lastname@example.org or call us at 228-388-2031 today!
By contacting us, you may be offered information regarding the purchase of insurance and investment products.
Investment Advisory Services offered through Foundations Investment Advisors. Insurance and annuity products are sold separately through Paul E Roberts, III.
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Phone (228) 388-2031
Investment advisory services offered through Foundations Investment Advisors, LLC (“Foundations”), an SEC registered investment adviser. The commentary on this website reflects the personal opinions, viewpoints and analyses of Paul Roberts and his affiliates, and should not be regarded as a description of advisory services provided by Foundations or performance returns of any Foundations client. The views reflected in the commentary are subject to change at any time without notice. Nothing on this website constitutes investment, legal or tax advice, performance data or any recommendation that any particular security, portfolio of securities, transaction or investment strategy is suitable for any specific person. Personal investment advice can only be rendered after the engagement of Foundations for services, execution of required documentation, including receipt of required disclosures. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. Foundations manages its clients’ accounts using a variety of investment techniques and strategies, which are not necessarily discussed in the commentary. Any statistical data or information obtained from or prepared by third party sources that Foundations deems reliable but in no way does Foundations guarantee the accuracy or completeness. Investments in securities involve the risk of loss. Any past performance is no guarantee of future results. Advisory services are only offered to clients or prospective clients where Foundations and its advisors are properly licensed or exempted. For more information, please go to https://adviserinfo.sec.gov
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