Broker Check
Derek Meade

Derek Meade


Derek Meade has been with the firm since 2001. He is responsible for the research and management of portfolio investments, the design of retirement and tax planning strategies, and all aspects of financial plans. 

He received his Bachelor of Science in Business Administration from Eastern CT State University. Derek holds the following FINRA licenses: Series 6 (Investment Company Products/Variable Contracts Representative), Series 7 (General Securities Representative), Series 63 (Uniform Securities Agent State Law Exam), Series 66 (Uniform Combined State Law Exam), and is an Investment Advisor Representative with Avantax Investment Services SM. He is also Life, Accident and Health, Fixed and Variable Annuities Insurance licensed in CT & MA. 

He finds satisfaction in connecting with his community and has served as the President of the Chamber of Commerce in Enfield, a member of the Enfield Rotary Club.  

Derek has little down time with two small children at home. He can be found on his off time with his wife Noelle and their kids traveling, occasionally golfing, or just hanging out by their pool.  

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