Derek Amey Email & Phone Number

"Many people have financial challenges they don’t fully understand. I enjoy identifying and addressing potential pitfalls with my clients. Offering solutions is my greatest reward."Derek Amey, Partner, serves as Co-Chief Investment Officer as well as Senior Financial Advisor at StrategicPoint, providing investment advice and wealth management to clients. As Co-Chief Investment Officer, Derek oversees the company's Portfolio Management Committee, which directs the firm’s investment strategies. He has been with the firm since 2001.Derek is a graduate of The University of Rhode Island with a Bachelor of Science Degree in Business Administration. He holds the FINRA Series 66 license. His background includes experience as a Trading Desk Supervisor at Suretrade, Inc. and an Online Product Support Specialist at Quick & Reilly, Inc.Derek is the co-host of StrategicPoint’s podcast, The Novice and The Nerd. To learn more about Derek, his career path and his approach to advising clients, watch his interview on “Eye Openers” with Brittany Drozd on StrategicPoint.com. He often appears as a guest on “State of the State”, a public access television show produced in Rhode Island. He lives with his wife and two sons in North Kingstown, RI.Specialties: Independent Wealth ManagementPrivate Wealth ManagementRegistered Investment AdvisorFinancial PlanningInvestmentsInvestment ManagementAsset ManagementGeneration X Financial Planning

Listed skills include Independent Wealth Management, Private Wealth Management, Financial Planning, Investments, and 4 others.