As a Financial Advisor, developing a personal relationship with each of my clients is paramount. This allows me to better understand their unique situation and enables me to focus on making a significant difference in helping them pursue their financial goals. This personal approach, coupled with my knowledge and experience, assists me in developing a customized client investment strategy. Over the years I’ve refined this skill set to help enable me to effectively identify and provide financial strategies to high net worth clients and businesses throughout the country.

In 2019, I earned the title of Private Wealth Financial Advisor at Wells Fargo Advisors, held by Financial Advisors serving high-net-worth individuals, families, foundations, and institutions.

As a Private Wealth Financial Advisor I continue my long-standing practice of leveraging relationships with our money management and liability management professionals to help provide strategies as sophisticated as my clients' needs. My goal is to help ensure my clients receive the advice and service they require across their full financial life. As a Wells Fargo Advisors Private Wealth Financial Advisor, I can provide access to Wells Fargo affiliate products and services such as Wealth Planning, Private Banking, Trust Services, and Insurance as well as various customized and more traditional lending products.

I enjoy spending time with my family, playing golf, softball and skiing. My wife, Nicole, is a certified yoga instructor and studio owner in Neptune Beach, FL. Nicole and I are active in the Jacksonville community and the proud parents of two. These days much of my free time is devoted to watching my son, Dominic, play baseball and football and cheering on the football team at my beloved Alma Mater, FSU, where my daughter, Anabella, currently attends.


Education

The Florida State University, Bachelor of Science, Finance

CERTIFIED FINANCIAL PLANNER™ certification, 2003

Honors & Awards

Named as one of the Forbes Best-in-State Wealth Advisors 2018-2023

APRIL 2023 | Derek DeLoreto named to Forbes Best-in-State Wealth Advisors Rating

To find out more about this distinction, click here.  

The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.


Named as one of the Wells Fargo Advisors, Platinum Council Members, 2011-2023

The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on the past year, and professionalism. Additional criteria, best practices and team structure, may also be used to determine recipients.

CA Insurance License Number: 0M14899. Resident State FL.

Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

With 25 years of experience as a Financial Advisor, I feel blessed to live out my passion of helping select families with their investment planning needs.  Whether from the accumulation or the distribution phase, all the way to estate planning for the next generation or other legacy aspirations, I provide thoughtful, creative, and effective planning advice to help give clients financial confidence.

After starting my career in financial services on Wall Street it didn’t take too long to discover which aspect I was drawn to.  I knew working with families, with all their dynamics and challenges, would result in the most rewarding career for me. 

Those early days taught me all about the investment business and in 2002 I made the commitment to further my education by becoming a Certified Financial Planner™. I am also certified as a Fundamental Choice Advisor allowing me to manage client’s assets with discretion where appropriate*.  I continue to keep updated and educated on new products and strategies to offer the most current and innovative solutions.

On the personal side, it was my husband Rick’s idea to move to Florida.  I will be forever grateful to him that we get to live in this beautiful place where you can go to the beach, play golf, or just enjoy the outdoors. 


Education

Barnard Baruch College, Bachelor of Science, Finance & Economics

CERTFIED FINANCIAL PLANNER™ certification, 2002


*The Fundamental Choice program is not designed for excessively traded or inactive accounts and is not appropriate for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services. The minimum account size for this program is $50,000.