Derek DeLoreto, CFP^®

Private Wealth Financial Advisor, Managing Partner

As a Financial Advisor with over two decades of experience, I believe that developing a personal relationship with clients is paramount because having a thorough understanding of each person’s unique situation enables me to focus on making a significant difference in helping them pursue their financial goals. By combining this personal approach with knowledge and experience, I can create a customized investment strategy designed to meet each client’s needs. I specialize in identifying effective financial strategies for high-net-worth clients and businesses throughout the country.

As a Private Wealth Financial Advisor, I continue my long-standing practice of leveraging relationships with our money management and liability management professionals to help provide strategies as sophisticated as my clients’ needs. My goal is to help ensure my clients receive the advice and service they require across their full financial life. As a Wells Fargo Advisors Private Wealth Financial Advisor, I can provide access to Wells Fargo affiliate products and services, such as wealth planning, private banking, trust and fiduciary services, and insurance, as well as various customized and more traditional lending products.

In 2019, I earned the title of Private Wealth Financial Advisor at Wells Fargo Advisors, held by financial advisors serving high-net-worth individuals, families, foundations and institutions. In addition, I’ve been designated a Forbes Best-in-State Wealth Advisor from 2018 through 2024 and a Wells Fargo Advisors Platinum Council from 2011 to 2024.

I earned a Bachelor of Science degree in finance from Florida State University and hold a CERTIFIED FINANCIAL PLANNER™ certification.

I enjoy spending time with my family, playing golf, softball and skiing. My wife Nicole is a certified yoga instructor and studio owner in Neptune Beach. We are active in the Jacksonville community and the proud parents of two. I devote much of my free time to watching my son Dominic play baseball and football and cheering on the football team at FSU, my beloved alma mater, which my daughter Anabella currently attends.

The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on the past year, and professionalism. Additional criteria, best practices and team structure, may also be used to determine recipients.