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Derek Davis, Financial Advisor

FINANCIAL ADVISOR
Derek M Davis

209 West Main Street, Cambridge City, IN 47327opens in a new window
Accepting New Clients
Serving clients of all asset levels
CallSend Me a Message

Focus Areas

  • Retirement Savings Strategies
  • New Investors
  • Retirement Income Strategies
  • College Savings
  • Divorce Finances

About Derek

Ten years ago, at age 13, I decided I wanted to become a financial advisor. This choice marked the beginning of the most difficult and exciting journey of my life. After a decade of hard work and preparation, I've finally achieved my goal, and get to work alongside my father who is a 23-year veteran in the industry.

The rapid pace and ever-changing nature of the financial industry is one of the things that excites me most about this line of work, but the ability to help others and serve my community is ultimately why I've decided to join the...

Education

  • Ball State UniversityBachelor of Science

Personal Interests

  • Chess
  • Music
  • Basketball
  • Movies & Entertainment
  • Tennis

Team Members

  • Alea Tyler
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(765) 478-6135

Fax

(888) 218-2139

Office Address

209 West Main Street
Cambridge City, IN 47327opens in a new window

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