Derek McGee Email & Phone Number
Wealth Management Advisor
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Derek McGee Location
- Bloomington, IL, US
Derek McGee Work
- 2025 -now Wealth Management Advisor @ Ascend Private Wealth
- 2013 -2025 Senior Financial Advisor, Vice President @
- 2011 -2013 Financial Advisor @
Derek McGee Education
- Eastern Illinois University
Bachelor's Degree
2007-2010 - Saint Louis University 2004-2006
Derek McGee Skills
- Retirement Planning
- Mutual Funds
- Asset Allocation
- Life Insurance
- Banking
- Investments
- Series 7
- Estate Planning
Derek McGee Summary
- Derek McGee, based in Bloomington, IL, US, is currently a Wealth Management Advisor at Ascend Private Wealth. Derek McGee brings experience from previous roles at Merrill Lynch Wealth Management and Northwestern Mutual. Derek McGee holds a 2007 - 2010 Bachelor's Degree @ Eastern Illinois University. With a robust skill set that includes Retirement Planning, Mutual Funds, Asset Allocation, Life Insurance, Banking and more. Derek McGee has 1 mobile phone numbers on RocketReach.
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