Raymond James welcomes $120M advisor team in Glendale

Posted 11/20/20

Financial advisors Brian Derrick, AAMS, and Lori Derrick, AAMS, are now part of Raymond James Financial Services (RJFS) – the firm’s independent advisor channel – in Glendale, according to Bill Counsman, RJFS west regional director.

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Raymond James welcomes $120M advisor team in Glendale

Posted

Financial advisors Brian Derrick, AAMS, and Lori Derrick, AAMS, are now part of Raymond James Financial Services (RJFS) – the firm’s independent advisor channel – in Glendale, according to Bill Counsman, RJFS west regional director.

Mr. and Mrs. Derrick join Raymond James and RJFS-affiliated practice Mainspring Wealth Advisors from Edward Jones, where they previously managed approximately $120 million in client assets. Together, they operate as Derrick Family Financial, 18301 N. 79th Ave., Suite D148, Glendale.

“We were instantly attracted to the independence and full business ownership aspect that Raymond James offers,” Mr. Derrick stated in a news release. “The advanced technology gives us the ability to have so many more tools in our toolbox to best serve our clients during all of the uncertainties the pandemic brings and as we plan for their future.”

He has been in the financial services industry for more than 15 years, spending that time at Edward Jones. Mr. Derrick is a graduate of Brigham Young University with a degree in statistics.

Ms. Derrick began her career in the financial services industry in 2007 as a branch office administrator at Edward Jones. She became a financial advisor in 2013.

Visit raymondjames.com/derrickfamilyfinancial.

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