Derrek L. Metz, Financial Planner, Moneco New Canaan

Derrek L. Metz, Financial Planner, Moneco New Canaan CRPC®
Managing Director
Financial Planner I believe that the financial industry has it backwards. I believe that we deserve better. How?

I believe that families deserve someone in their corner who is knowledgeable not only about products and portfolios, but about the family itself. I believe each person deserves expertise uniquely tailored to them rather than a one size fits all approach. My mission is partner with local families as a trusted advisor to help them make important financial decisions. Whether it’s cash flow strategy,

investment management, retirement planning, estate planning, insurance strategy, or tax strategy, I am passionate about taking a holistic view of a family’s situation in order to give them the guidance they deserve. I pride myself on putting people first by building a real connection with each client to deeply understand their philosophy around money. It’s only then that one can give true, client-centered advice unique to the needs of each family. I believe life’s financial decisions are ever-evolving and yet are also critical to success; who’s helping your family make yours?

As a cm laude graduate of Bucknell University, I earned a Bachelor of Arts degree in Economics and currently hold my Series 4, 7, 24, 51 and 66 securities licenses. With over 16 years of experience in the financial services industry, my previous work experience includes 10 years with Ameriprise Financial Services, Inc. in the roles of Financial Advisor, Advisor Coach, District Manager, Branch Manager, and Field Vice President. While originally from farm country (central Illinois), I currently live in the Silvermine neighborhood of New Canaan, CT with my wife Polly and my two sons Jack and Grant. As avid skiers, my whole family will always look for a good powder day, but golf, tennis, and traveling are also passions. I'm active with The Congregational Church of New Canaan, the Fairfield County Financial Planning Association, the Silvermine Community Association, the Foundation for Life, the New Canaan Nature Center, and the New Canaan Land Trust. Securities, investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. 6 Corporate Drive, Shelton, CT 06484, Tel: 203-513-6000

Address

175 Elm Street, MONECO/2nd Floor
Stamford, CT
06905

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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I believe that the financial industry has it backwards. I believe that families deserve someone in their corner who is knowledgeable not only about products and portfolios, but about the family itself. I believe each person deserves expertise uniquely tailored to them rather than a one size fits all approach. I believe that we deserve better. My mission is partner with local families as a trusted advisor to help them make important financial decisions. Whether it’s cash flow strategy, investment management, retirement planning, estate planning, insurance strategy, or tax strategy, I am passionate about taking a holistic view of a family’s situation in order to give them the guidance they deserve. How? I pride myself on putting people first by building a real connection with each client to deeply understand their philosophy around money. It’s only then that one can give true, client-centered advice unique to the needs of each family. I believe life’s financial decisions are ever-evolving and yet are also critical to success; who’s helping your family make yours? #WeDeserveBetter As a cm laude graduate of Bucknell University, I earned a Bachelor of Arts degree in Economics and currently hold my Series 4, 7, 24, 51 and 66 securities licenses. With over 16 years of experience in the financial services industry, my previous work experience includes 10 years with Ameriprise Financial Services, Inc. in the roles of Financial Advisor, Advisor Coach, District Manager, Branch Manager, and Field Vice President. While originally from farm country (central Illinois), I currently live in the Silvermine neighborhood of New Canaan, CT with my wife Polly and my two sons Jack and Grant. As avid skiers, my whole family will always look for a good powder day, but golf, tennis, and traveling are also passions. I'm active with The Congregational Church of New Canaan, the Fairfield County Financial Planning Association, the Silvermine Community Association, the Foundation for Life, the New Canaan Nature Center, and the New Canaan Land Trust. Securities, investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. 6 Corporate Drive, Shelton, CT 06484, Tel: 203-513-6000