Derek Holstein
Financial Advisor at Merrill Lynch
Based in Tampa, United States
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Seniority
Staff
Department
Finance & Accounting
Location
Tampa
Industry
Financial Services
Company size
35K
Contact information
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d•••••••@ml.com
Phone
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Background
About Derek Holstein
I am a Financial Advisor with a passion for helping individuals, families, and businesses achieve their financial goals. I focus on Wealth Management, Retirement Strategies, and Financial Planning, taking a personalized approach to understanding each client's unique needs and aspirations. My goal is to provide tailored financial strategies that help grow and preserve your wealth, guiding my clients with confidence through every stage of their financial journey. Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CPWA® and Certified Private Wealth Advisor®. Use of CPWA® and Certified Private Wealth Advisor® signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for wealth advisors.
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