About derek
Derek E. Baltimore has been serving clients in the financial services field for over 30 years. After a successful start-up in 1991, his flourishing firm was sold to a publicly traded firm in Cincinnati, Ohio. He then changed his career in 1994 with a small boutique firm catering to credit unions throughout the United States. After a series of mergers and acquisitions in the late 1990s, Baltimore landed as an investment advisor in Denver, Colorado, servicing the same clientele along with mid-size banks and thrifts. In 2005, Baltimore returned to his hometown in Memphis and began serving the senior marketplace with his extensive knowledge of financial products and services. Derek holds Series 7 and 63 securities licenses, along with all four lines of insurance licenses in the states of Tennessee, Arkansas, Mississippi, Texas, Florida, Idaho, Nevada, and California. He was President of NAIFA Memphis, Tennessee, and Regional Vice President for NAIFA Tennessee from 2015 to 2019. He currently resides in Idaho but lives most of the time in Burlison, Tennessee, with his wife Amy, a CPA. They have Hank, a Bernese Mountain Dog, and a Savannah Cat named Khari. They have recently purchased a Newfoundland named Humphrey.
Multi-State focus
Financial planning is a personalized roadmap to help you achieve your financial goals. It encompasses budgeting, investment strategies, retirement planning, and more. Our experts tailor a plan to your unique circumstances, guiding you toward a secure and prosperous future.
Our investment management approach prioritizes diversification and staying informed about market trends. We actively monitor and adjust your portfolio to seize opportunities and manage risks, aiming to maximize growth while safeguarding your investments.
Estate planning ensures your wishes are carried out after your passing. It involves creating wills, trusts, and other arrangements to distribute your assets as you desire. This process minimizes confusion and legal complications for your loved ones, preserving your legacy and ensuring their financial security.
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