Derek Roberts
VP - Sr Wealth Consultant at Charles Schwab
Based in Dallas-Fort Worth, United States
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Seniority
Vp
Department
Sales & Business Development
Location
Dallas-Fort Worth
Industry
Financial Services
Company size
34K
Contact information
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d•••••••@schwab.com
Phone
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Background
About Derek Roberts
Derek is a Vice President and member of J.P. Morgan Private Advisory, a cross disciplinary group of over 100 global specialists who collaborate to deliver innovative and forward-thinking strategies, working closely with Private Bank Advisors to help clients make well-informed decisions and achieve their goals. Derek is part of the Wealth Strategy team, focused on helping clients prioritize their personal, lifestyle, and legacy goals, while guiding them through transitional events such as career changes and generational wealth transfer. The team specializes in using economic insights and personalized strategies to optimize asset use, simplifying financial lives to help clients achieve what they want to achieve with their wealth. In partnership with advisors and other teams in the USPB, they facilitate intent-driven conversations, align family wealth to goals, and provide comprehensive, timely advice that empowers clients with clarity and confidence in their financial decisions. CFP® and CERTIFIED FINANCIAL PLANNER™ are registered trademarks owned by CERTIFIED FINANCIAL PLANNER Board of Standards, Inc.
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