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Financial Advisor1 MONUMENT SQPORTLAND,
As a Financial Advisor with Merrill Lynch, Derek focuses on the creation of strategies to help clients achieve their unique financial goals. He works with individuals, families, and business owners to understand all aspects of their financial lives.Derek uses a defined process to help establish objectives, develop appropriate strategies, and make recommendations based upon risk tolerance, time horizon, liquidity needs, and overall investment goals, leveraging the vast resources at Merrill Lynch.Derek is committed to providing clients financial strategies to address all their financial needs completely and holistically. This ranges from retirement, investment and wealth transfer, to business needs and education planning. He can design a long-term financial strategy that is flexible and customized to your specific life goals and needs. Derek’s advice and guidance, along with his specific discipline around tracking and monitoring, allows this wealth management strategy to evolve with you toward your goal of achieving the life you desire.He is a life long resident of Maine and a graduate of the University of Maine at Orono. Derek began working in financial services in 1998. He enjoys the Maine outdoors and is an avid sportsman. He is a member of both the Maine Historical Society and the New England Historic Genealogical Society. Please consider sitting down to review your financial concerns- and explore your needs. Feel free to contact Derek by calling (207) 871-1914 or emailing at firstname.lastname@example.org.
Derek Clark is registered to do business in : AZ, DC, FL, ID, MA, ME, NC, NH, NJ, NY, SC
Privacy & Security
Investing in securities involves risks, and there is always the potential of losing money when you invest in securities.
Neither Merrill Lynch nor any of its affiliates or financial advisors provide legal, tax or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets.
Investment products, insurance and annuity products:
Merrill Lynch makes available products and services offered by Merrill Lynch, Pierce, Fenner & Smith, Incorporated (MLPF&S), a registered broker-dealer and Member Securities Investor Protection Corporation (SIPC), and other subsidiaries of Bank of America Corporation. Insurance and annuity products are offered through Merrill Lynch Life Agency Inc., a licensed insurance agency and wholly owned subsidiary of Bank of America Corporation.
Trust and fiduciary services are provided by U.S. Trust, a division of Bank of America, N.A., Member FDIC, or U.S. Trust Company of Delaware. Both are wholly owned subsidiaries of Bank of America Corporation.
Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.
MLPF&S and U.S. Trust make available investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation or in which Bank of America Corporation has a substantial economic interest.