Derek R. Stanley, CFP®
Derek specializes in helping clients build, manage, protect and transition their wealth. Derek's primary focus with the team is on Investments and providing access to banking and trust services available through Wells Fargo affiliates. Our team's mission is to be "good stewards of our client's dreams."
Background and Experience
Mr. Stanley met the rigorous experience and ethical requirements of the Certified Financial Planner Board of Standards, Inc., by successfully completing the financial planning coursework and passing the CFP®Certification Examination that covered the following areas: general principles of financial strategies, insurance planning and risk management, employee benefits planning and retirement and estate planning. CFP®certificate holders also agree to meet ongoing continuing education requirements and to uphold CFP Board’s Code of Ethics and Professional Responsibility, Rules of Conduct and Financial Planning Practice Standards.
Leveraging our firm’s proprietary investment planning software, Envision ®, Derek works with our clients as they navigate through the complex transition from the accumulation phase to the asset distribution portion of their life.
Derek is a graduate of Baylor University, where he earned a double major in Financial Services & Planning and Economics. Upon graduation in 2004, he began his financial services career with Wells Fargo in Waco, TX.
Away From the Office
Derek lives in Burleson with his wife Danielle and three daughters, Ellie, Paisley & Greenlee. The majority of his free time is spent coaching his daughter’s various sports teams or attempting to get a round of golf in. Derek also maintains a strong commitment to his faith and attends Travis Avenue Baptist Church and weekly meetings through Bible Study Fellowship (BSF).
Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.