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Derek Carter, Cfp(R) Email & Phone Number

Due Diligence, Onboarding, and Integration Manager at Savant Wealth Management at Savant Wealth Management
Location: Milton, Wisconsin, United States 2 work roles 2 schools
2 work emails found @savantcapital.com 2 phones found area 608 and 815 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 2 work emails · 2 phones

Work email d****@savantcapital.com
Direct phone (608) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Savant Wealth Management
Role
Due Diligence, Onboarding, and Integration Manager at Savant Wealth Management
Location
Milton, Wisconsin, United States
Company size
160 employees

Who is Derek Carter, Cfp(R)? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Derek Carter, Cfp(R) is listed as Due Diligence, Onboarding, and Integration Manager at Savant Wealth Management at Savant Wealth Management, a company with 160 employees, based in Milton, Wisconsin, United States. AeroLeads shows a work email signal at savantcapital.com, phone signal with area code 608, 815, and a matched LinkedIn profile for Derek Carter, Cfp(R).

Derek Carter, Cfp(R) previously worked as Senior Investment Analyst/Portfolio Manager at Savant Wealth Management and Floor Clerk - London Int'l Financial Futures Exchange at Griffin Trading Co.. Derek Carter, Cfp(R) holds Mba, Business Administration from Edgewood College.

Company email context

Email format at Savant Wealth Management

This section adds company-level context without repeating Derek Carter, Cfp(R)'s masked contact details.

*@savantcapital.com
71% confidence

AeroLeads found 2 current-domain work email signals for Derek Carter, Cfp(R). Compare company email patterns before reaching out.

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Profile bio

About Derek Carter, Cfp(R)

Derek Carter, Cfp(R) is a Due Diligence, Onboarding, and Integration Manager at Savant Wealth Management at Savant Wealth Management. He possess expertise in investments, investment strategies, investment advisory, portfolio management, retirement planning and 8 more skills.

Listed skills include Investments, Investment Strategies, Investment Advisory, Portfolio Management, and 9 others.

Current workplace

Derek Carter, Cfp(R)'s current company

Company context helps verify the profile and gives searchers a useful next step.

Savant Wealth Management
Savant Wealth Management
Due Diligence, Onboarding, and Integration Manager at Savant Wealth Management
rockford, illinois, united states
Website
savantwealth.com
Employees
160
AeroLeads page
Company profile
View company profile Email format
2 roles

Derek Carter, Cfp(R) work experience

A career timeline built from the work history available for this profile.

Senior Investment Analyst/Portfolio Manager

Current
Savant Wealth Management

Rockford, Illinois Area

Jun 2003 - Present

Floor Clerk - London Int'L Financial Futures Exchange

Griffin Trading Co.

London, United Kingdom

Feb 1996 - Jul 1996
Team & coworkers

Colleagues at Savant Wealth Management

Other employees you can reach at savantwealth.com. View company contacts for 160 employees →

SN Sarah Nolte, Cfp® Sarah Nolte, Cfp® Colleague at Savant Wealth Management Iowa City, Iowa, United States, United States View → JK Jessica Knudsen, Cfp(R) Jessica Knudsen, Cfp(R) Colleague at Savant Wealth Management Rockford, Illinois, United States, United States View → KM Katlyn Mason Katlyn Mason Colleague at Savant Wealth Management Huntsville, Alabama, United States, United States View → ET Elizabeth Thompson Elizabeth Thompson Colleague at Savant Wealth Management Smyrna, Delaware, United States, United States View → KL Keith Lueck Keith Lueck Colleague at Savant Wealth Management Greater Madison Area, United States View → TM Tory Meiborg Tory Meiborg Colleague at Savant Wealth Management Cedar Rapids, Iowa, United States, United States View → SL Stephen Lorence, Cfp® Stephen Lorence, Cfp® Colleague at Savant Wealth Management Rockford, Illinois, United States, United States View → HB Hannah Bryant, Cfp® Hannah Bryant, Cfp® Colleague at Savant Wealth Management Chicago, Illinois, United States, United States View → SD Shannon Demarte Shannon Demarte Colleague at Savant Wealth Management Madison, Wisconsin, United States, United States View → MJ Matilda Jones Matilda Jones Colleague at Savant Wealth Management Harrington, Delaware, United States, United States View →
2 education records

Derek Carter, Cfp(R) education

FAQ

Frequently asked questions about Derek Carter, Cfp(R)

Quick answers generated from the profile data available on this page.

What company does Derek Carter, Cfp(R) work for?

Derek Carter, Cfp(R) works for Savant Wealth Management.

What is Derek Carter, Cfp(R)'s role at Savant Wealth Management?

Derek Carter, Cfp(R) is listed as Due Diligence, Onboarding, and Integration Manager at Savant Wealth Management at Savant Wealth Management.

What is Derek Carter, Cfp(R)'s email address?

AeroLeads has found 2 work email signals at @savantcapital.com for Derek Carter, Cfp(R) at Savant Wealth Management.

What is Derek Carter, Cfp(R)'s phone number?

AeroLeads has found 2 phone signal(s) with area code 608, 815 for Derek Carter, Cfp(R) at Savant Wealth Management.

Where is Derek Carter, Cfp(R) based?

Derek Carter, Cfp(R) is based in Milton, Wisconsin, United States while working with Savant Wealth Management.

What companies has Derek Carter, Cfp(R) worked for?

Derek Carter, Cfp(R) has worked for Savant Wealth Management and Griffin Trading Co..

Who are Derek Carter, Cfp(R)'s colleagues at Savant Wealth Management?

Derek Carter, Cfp(R)'s colleagues at Savant Wealth Management include Sarah Nolte, Cfp®, Jessica Knudsen, Cfp(R), Katlyn Mason, Elizabeth Thompson, and Keith Lueck.

How can I contact Derek Carter, Cfp(R)?

You can use AeroLeads to view verified contact signals for Derek Carter, Cfp(R) at Savant Wealth Management, including work email, phone, and LinkedIn data when available.

What schools did Derek Carter, Cfp(R) attend?

Derek Carter, Cfp(R) holds Mba, Business Administration from Edgewood College.

What skills is Derek Carter, Cfp(R) known for?

Derek Carter, Cfp(R) is listed with skills including Investments, Investment Strategies, Investment Advisory, Portfolio Management, Retirement Planning, Strategic Financial Planning, 401K Rollovers, and Investment Management.

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