Derek Laird is a native of Brooklyn, NY with a master's degree in International Business from St. John's University. During his 25 years of experience, Derek has worked clients at Merrill Lynch, J.P. Morgan and Santander. Derek's approach to wealth management is consultative, objective and committed to excellence. He takes the time to listen to and understand client and family specific financial situations, preferences and needs. He then reviews and analyzes the client's financial statements, income tax returns and estate planning documents. When he is not helping clients, he enjoys spending time with his family, auto track racing and vacationing at the beach.