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Derek Meade

Derek Meade


Derek has been with the Firm since 2001. 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 ServicesSM. He is also Life, Accident and Health, Fixed and Variable Annuities Insurance licensed in CT & MA. Derek is responsible for and assists Cary with the research and management of portfolio investments, the design of retirement and tax planning strategies, and all aspects of financial plans. He is President of the Chamber of Commerce in Enfield, and has also been a member of the Enfield Rotary Club since 2003 and served as Club President in 2013-2014.

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