Tailored Strategies for Lasting Wealth and Financial Security
Derrick is a seasoned financial planner with over 20 years of experience at our firm. As head of the Financial Planning Department, he specializes in creating tailored strategies for retirees, business owners, and young professionals, focusing on wealth building, tax efficiency, and long-term financial security.
Direct Contact Information
Phone: 407-869-6228 ext. 105
Email: derrick@moisandfitzgerald.com
Main Office Location: Orlando
Education & Credentials:
- Bachelor of Science in Finance from the University of Central Florida
- Completed the university’s distinguished Financial Planning Certificate Program.
Professional Experience
Derrick has been with MFT since 2002, where he has held various roles, including operations, trading, and lead advisor. Throughout his tenure, he has played a key role in shaping client relationships, overseeing operations and planning, and contributing to the firm’s overall efficiency. In addition to his hands-on responsibilities, Derrick is an active member of several internal committees and serves on the board of managers, where he provides strategic insights that help guide the firm’s long-term vision. His leadership and dedication have made him an invaluable asset to MFT.
Areas of Expertise
With extensive experience in the development of intricate financial plans and retirement models, Derrick is highly skilled in areas such as portfolio analysis, cash flow management, and the creation of sustainable withdrawal strategies tailored to meet each client’s unique financial goals. His in-depth approach ensures that clients can enjoy long-term financial security while maintaining flexibility throughout their retirement years.