Derek Steinbrenner Email & Phone Number

Helping successful families manage and grow wealth, ensure financial well-being, and achieve long-term goals.As a financial advisor, consultant, counselor and coach, I help my clients, their families, and their businesses achieve financial goals and aspirations. I listen to their needs and concerns, help them determine where they want to go, analyze their options, and recommend a path forward. I am there to help them think through and tackle difficult financial decisions and challenges (even beyond their portfolios).I'm part of a multi-generational advisory team (father, son, son-in-law) serving high-net-worth families and individuals—as well as their children and grandchildren as they begin their wealth-building journey. Together, we help clients build, implement, and manage comprehensive financial strategies encompassing investments, cash management and lending solutions, insurance, and more. Our areas of focus include investment management, retirement planning, legacy and estate planning strategies, cash management, insurance and risk management, and lending solutions. Our clients include individuals, families, sole-proprietors, small businesses, and charitable foundations.Learn more about us at http://advisor.morganstanley.com/steinbrennerIn my prior career, I oversaw the operations of a Boston-based leadership consulting firm specializing in executive coaching. I learned the value that experienced coaches bring to leaders—helping achieve career goals, develop successors, and build legacies—practices I apply these practices to my own work.I live in East Greenwich, Rhode Island, with my wife Corinne, two young sons, Garrett and Jonah, and our rescue dog Bentley.

Listed skills include Leadership, Executive Development, Consulting, Personal Development, and 24 others.