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Derek Jett, CFP

Financial Advisor

I make complex financial decisions simple. I help my clients build wealth, convert their investments into regular income for retirement, protect their wealth, and transition that wealth to their family. Throughout my career, I have provided guidance to hardworking, honest, and successful individuals and families. I help them make informed decisions about growing and preserving their investments and estates. It is my privilege to guide them toward realizing their individual financial dreams and goals. How do I do it? By keeping things simple and applying care, logic, order, wisdom, and consistency. We access resources through Wells Fargo affiliates to all phases of Wealth Management including Investment Planning, Risk Management, Liability Management and Trust/Estate and Fiduciary Services. I have been serving clients as a financial advisor for almost 25 years. I worked for 10 years with UBS and Merrill Lynch, before joining Wells Fargo Advisors in 2009. I hold a bachelor's degree in business from SMU. When not in the office, you'll find me spending quality time with the family of three children and two grandchildren. My family and I enjoy playing pickleball, attending CrossFit, watching the Rangers and riding our bicycles around our small town.

Certificates

CFP

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