Derek Smith, AIF®

Derek is a 30+ year veteran in wealth management, specializing in strategies designed for both the individual and business owner client.

With his individual clients, Derek is dedicated to assisting them with wealth accumulation strategies, that include insurance and retirement planning. When working with business owners, Derek understands that employee benefits play a big role in retaining top talent. He can assist with an employee benefit plan that includes retirement plans, as well as group health, disability and life insurance. He will also lean on his years of experience to assist business owners who are ready to retire and exit their business.

 Showing his commitment to his clients, Derek attained his Accredited Investment Fiduciary certification (AIF®), which demonstrates that he has met educational, competence, conduct and ethical standards to carry out a fiduciary standard of care and serve the best interest of his clients.

Derek was part of the founding membership committee for the North Carolina Motorsports Association (NCMA), an association representing the racing industry that has made a tremendous economic impact in North Carolina.  He was also part of the planning committee at the NASCAR Hall of Fame, responsible for hosting an auction with the Independent Physicians of the Carolinas, benefitting a Susan G. Komen fundraiser.

AIF^® (Accredited Investment Fiduciary^®) is an educational designation only, obtained by the holder by completing the requisite coursework. The AIF Designation does not mean the holder is acting in a fiduciary capacity. 

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