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portrait of Derek W Lantz
FINANCIAL ADVISOR

Derek W Lantz

AAMS™
106 E Main Street, Johnson City, TN 37604opens in a new window
Accepting New Clients
CallSend Me a Message

About Derek

Our team’s objective is simple: We focus on understanding our clients' unique personal values and financial needs to create and deliver customized financial solutions. Our process includes identifying and tracking multiple short and long-term goals, communicating regularly to deliver timely information, working closely with clients' accountants and attorneys along with our Edward Jones advanced solutions team and providing competent, comprehensive advice and guidance.

Born and raised in the Tri-Cities, I graduated from Sullivan Central High School and ETSU with my bachelor's degree in business management. I began working in the financial services industry in 2016 at Eastman Credit Union before joining...

Focus Areas

  • New Investors
  • Retirement Savings Strategies
  • Wealth Strategies
  • Business Retirement Plans
  • Retirement Income Strategies
  • Portfolio Reviews

Work History

  • Edward JonesFebruary 2021 to Current
  • Eastman Credit UnionMarch 2016 to February 2021

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • East Tennessee State UnivBachelor of Business Admin

Personal Interests

  • Sports Enthusiast
  • Reading
  • Running
  • Music
  • Pets

Team Members

  • Sharon Curtis
    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 - 05:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends

Phone

(423) 929-1047

Fax

(888) 319-8004

Office Address

106 E Main Street
Johnson City, TN 37604opens in a new window

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