Derek serves as Vice President of Private Wealth Management at Capital Wealth Advisors, crafting detailed financial and investment plans tailored to the goals of high-net-worth individuals and their families across the Mid-Atlantic region. His experience with affluent clients has given him deep knowledge across asset allocation, investment management, estate planning, and philanthropy. Derek also works with non-profit organizations and businesses on 401(k) and retirement plan strategies, and collaborates closely with clients’ attorneys, accountants, and other trusted advisors to deliver coordinated, comprehensive solutions.
Prior to joining Capital Wealth Advisors in 2025, Derek was Vice President, Wealth Advisor at FNB Wealth Management, where he guided clients through complex financial decisions, including business sale and succession planning, wealth transfer, and long-term portfolio strategy. He also held roles in sales and business development, focused on building client relationships and delivering tailored solutions.
When he’s not working, Derek can often be found on the golf course as a member of The Kahkwa Club or attending social events at the Erie Club. He enjoys traveling and spending time with his wife, Kelly, and daughter, Kennedy. The family is expecting their second child in March and shares their home with their dog, Frank.
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Want to speak with us now? Give us a call at (866) 601-3031.
