Lee Derrick

Lee Derrick

ChFC ®

Phone: 410-263-9708
Fax: 410-263-2709
E-mail:

Lee is a managing partner of Derrick Financial Group, a family operated financial services firm. Lee prides himself on distilling complex principles, products, and strategies into concise, simple solutions for his clients. He is extremely well-liked and trusted, and enjoys working with couples and families.

As a former high school teacher of mathematics and physics, Lee derives great pride in educating his clients on products and strategies within the planning environment. He is especially adept and trained in coordinating insurance and investment products for families looking to protect and grow their wealth.
 
Lee has received comprehensive training in financial planning and products through the American College, where he has completed the CFP® curriculum and has received the ChFC ®. He is licensed to transact investment business through Park Avenue Securities. He also holds a Life & Health Insurance license and can transact business in Maryland, DC, and Virginia.
 
Lee is heavily involved in the South Anne Arundel County Rotary Club, where he is serving as the immediate past president. He also is involved with his church, Galesville United Methodist, where he is currently serving as a trustee.  Lee is a graduate of Northwestern University where he majored in Civil Engineering. He enjoys playing sports with his family and friends, as well as spending time with his wife, Becca, and three young children, Will, Emma Kate, and Hank.