Derek Miser Email & Phone Number

Farragut, Tennessee, Us

Miser Wealth Partners is a family office advisory firm. Our primary focus is first to understand your current reality and listen to your concerns for the future of your family’s wealth. We realize you may have a financial advisor or planner, a tax attorney, an accountant, or a real estate agent; our staff comprises attorneys, financial advisors, and certified tax professionals. When was the last time your attorney, investment person, and your tax professional collaborated daily on your behalf? That is what Miser Wealth Partners delivers to our clients. The lives of our clients are monitored daily. Their heirs are educated about our work with their benefactors so we can create seamless wealth transitions optimized on our client's behalf with their unique goals in mind.

Miser Tax Advisory Services, LLC is a full-service tax compliance and strategic planning firm. The firm specializes in tactical tax planning advice for those with significant windfall income tax, complex estate planning, and challenging corporate planning challenges.

Miser Asset Management, LLC is a TN-registered RIA providing investment management services to clients throughout the United States.

Phoenix, Az, Us

Asset Protection Council ™ (APC) is a premium network of affiliate Attorneys, CPAs and Financial Advisors who are focused on providing a unified approach and access to the breakthrough Asset Protection Concept called The Bridge Trust ® for our affiliates and their clients.The Bridge Trust ® combines the strength of a fully offshore asset protection trust, with the ease of use and low maintenance of a simple domestic grantor trust and has been described as “The most exciting concept to develop since the inception of Asset Protection”.Effectively used to protect thousands of clients since its first use in 1997, The Bridge Trust ® is only available through membership as an affiliate of the Asset Protection Counsel.The APC offers you the capacity to bypass the traditional approach to adding a sophisticated practice area to your practice. By affiliating with the APC you may immediately co-counsel with Lodmell & Lodmell directly to provide full Asset Protection Services, including The Bridge Trust ® , to your clients with virtually no uptime.

Miser Media, Ltd., was created to produce educational media throughout the US. Productions will be airing in 2016. "Inside Social Security"​ is planned to air on PBS and be designed to educate those 64 million currently and soon to be over 80 million additional "Boomers" who will electing their personal Social Security benefits. The goal of the show shall be to deliver a premium level of education on the topics of worker, spousal, survivor and dependent benefits and how to optimize them when filing for Social Security.

DMW, LLC, specializes in delivering institutional tax and wealth strategies to those in the highest tax brackets, as well as, those with significant estate tax liabilities. The firm services individual and corporate clients on both coasts and works in concert with the country's largest and most strategic and tax and tactical asset protection counsel to deliver institutional caliber service to our clients and their referrals.

The firm specializes in educating investors on the best means to grow their assets in the most efficient tax-advantaged vehicles, withdrawing those monies tax-free and ultimately transfering those assets to their heirs tax-free. Our primary mission is to educate retirement savers about the little known IRS approved methods to optimize their saving plans and retire with a steady flow of tax-free income before or at the time they retire. If you would like to understand these methods, please contact us or visit our websites.

New York, Ny, Us

I work to deliver institutional-caliber financial solutions to corporations and not-profit organizations around the globe. Managing risk is at the very heart of what I do every day. My clients hire me ultimately for my experience and for my judgement and they expect me to anticipate risk, manage through and consisting deliver against their objectives.My clients expect me to be world-class at managing risk, underwriting risk and understanding risk. It is my job to deliver solutions which range from: Selling/Acquire Businesses; Hedging Commodities; Structuring Global Trade Transactions; Public Initial Offerings; Structured Lending, and Affluent Family Office Services.Another important area of my business is Institutional Philanthropic Consulting and Donor Advisory Service. Most of my time spent here is educating and designing successful donor supported fundraising campaigns on behalf of important regional charities.

The Company is a private family office and concierge service provider to 100 million + families throughout the United States. Services include acquisition and deposition of large capital assets, real estate; private equity formation, structured-finance, and small-large mezzanine financing.

Developed and owned a network of over 20 autowash facilities that included express-exterior locations, full-service locations, self-service locations, in-bay automatic operations and mobile detailing through the state of Tennessee. At its peak the company washes over 300,000 vehicles annually and had sales in excess of $3.5 million. The Company also developed, supplied, serviced and maintained autowash facilities for companies such as CarMax, Enterprise Rent-A-Car and private operators throughout the southeast. The Company is a full-line distributor for over 14 manufacturers within the industry.

I completely reworked the budget process and proposed new financial controls that would tighten cash controls and eliminate human error in the cash handling processes. I worked to define the best liability coverage for the church to reduce future claim and litigation risk. Ultimately, my annual budget came in with $100 of our target in 2012.

Oversaw multi-million dollar commercial development in rapid growing commercial corridor. Managed many aspects of post-development operations for the partnership. Negotiated many of the lending arrangements and financial reporting for the partnership. Successfully sold all properties and closed partnership in 2008.

New York, Ny, Us

I started my career in Houston, TX and quickly moved to Knoxville, TN, where I became one of only two financial advisors to graduate Merrill Lynch's Professional Development Program as a Far Exceeds (FE) performing Financial Advisor in 1999. I worked with several teams during my first tenure as a Financial Advisor with Merrill Lynch. I organized over $360 million of public/private financing commitments and advised on over $1 billion in commercial financing structures.

Clawson, Mi, Us

Originally hired as a local Store Manager in March '95, I eliminated the entire staff and recruited a talented staff of professionals and within nine months turned a troubled store in the fourth largest sales increase in the Company of over 100 stores. During those first nine months, I was asked to begin traveling throughout the Southeast from Memphis to Atlanta and eventually spent four months in '96 in Little Rock, AR, to take a quality staff over the top to become the number one stores in sales increase for the Company. Later that year, I relocated to Houston, TX, ahead of being in charge of opening the largest store in the Companies 120 year history in the Galleria. I was tasked with recruiting and training a new staff. The store was a top performer from day one.

At age 21, I inspired the design and development of what would have become one of the World's largest resort destinations. I formed Miser Enterprises, Inc., while in college and attracted and inspired the passion of the many of the Nation's most experienced and well-regarded designers and construction experts to pursue the development of Entertainment USA. MEI was responsible for the design and development effort of a $3.6 billion mixed-use resort commercial/retail/hospitality development in East Tennessee. The Company successfully organized and worked to organize options on over 8,400 acres of contiguous acres covering nearly 25 square miles of properties. As designed the project was 87% the size of Disney World and would have become the largest single employer in the state of Tennessee with over 40,000 employees supporting the operation outside of Knoxville, Tennessee.

Business

Engineering