Derrick D. DeMay
experience:
Kaizen Wealth Management | Principal
| 2004-present
Merrill Lynch | Vice President , Senior Financial Advisor |
2000-2004
Morgan Stanley | Vice President , Financial Advisor |
1997-2000
Gruntal & Co., Inc. | Investment Advisor | 1995-1997
education:
Certified Financial Planner™
Program | Lubin School
of Business | 2001
Fundamentals
of Financial Planning, Insurance Planning, Investment Planning,
Income Tax Planning,
Retirement
Planning & Employee Benefits, and Estate Planning
[Certificate Program]
B.S.B.A., Finance and B.S.B.A., Insurance and Economic Security
| University of South Carolina |
1994
philanthropic and civic activities:
Treasurer, Executive Committee
Member, Board Member |
Preservation Society of Charleston
|
2004-2007
Co-chairman and Founding Member | Medallion Circle -
Preservation Society of Charleston
| 2006-present
member |
Miami Design
Preservation League,
Preservation Society of Charleston,
Historic Charleston Foundation,
Save the
Light, Inc.
professional affiliations:
Financial Planning Association, Miami Beach Bar Association