Paul Derrick

Background

About Paul Derrick

Paul began his investment career as a Financial Advisor with the Merrill Lynch, Syracuse office in 1993, where he developed his fundamental investment philosophy and knowledge. He joined Prudential Securities (now known as Wells Fargo Financial Advisors) in 1998. In 2001, Paul became a Registered Operations Principal by completing an approved educational program, passing a rigorous examination and meeting stringent experience requirements. This enabled Paul to fulfill his management roles in the industry. In June, 2012, Paul joined the Morgan Stanley Wealth Management office in Syracuse. As your Financial Advisor, Paul makes it his commitment to develop a valued relationship with you. Throughout life changes, as well as market fluctuations, Paul will coordinate the investment planning process for you and help you implement any changes necessary over the course of time. Paul believes being a Financial Advisor goes beyond financial statements. Paul is involved in several Syracuse area non-profit organizations, serving on the board of the Interreligious Food Consortium (IFC) of Central New York, the Syracuse chapter of the Juvenile Diabetes Research Foundation, and the Central NY Autism Society of America. Paul and Dana reside in the Syracuse area with their family and feel blessed by the joys and challenges of being parents to their wonderful children. NMLS #1244148 CA Insurance lic# 0H08463