Skip to main content

Our financial advice team


Derrick Wells Ameriprise Financial Advisor

Derrick Wells

MBA, AAMS®

Financial Advisor

Franchise Owner
Wells and Deardorff Financial Group
22
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Family Finances
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Tax Planning Strategies
  • Investments
  • Saving for Education

Interests

  • Spending time with my kids
  • Golf
  • Skiing
  • Running
  • Football

Community participation

  • Mount Vernon Kiwanis
  • Greater Mount Vernon Association (board member)

Qualifications

  • CLTC® Certified Long Term Care®
  • MBA Masters of Business Administration
  • AAMS® Accredited Asset Management Specialist℠

Education

  • MBA, University of Southern Indiana, 2017
  • BA in Business Admin and Economics, Kentucky Wesleyan College, 1998

Previous experience

  • Financial Advisor, Edward Jones, Mount Vernon, IN, 1998-2015
Newsletter

to receive my newsletters and other financial and market information