Derrick Byrd, MBA, CFP®
Wealth Manager, Partner
Derrick serves as a Private Wealth Manager, working directly with his clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life, including investments, tax planning, risk management, retirement, employee benefits and estate planning.
With nearly 15 years of experience in the financial services industry, Derrick has developed an in-depth knowledge of providing clients with comprehensive wealth management. Prior to joining Creative Planning, he worked as a wealth advisor for an independent investment advisory firm.
Derrick earned a Bachelor of Business Administration degree in finance, graduating magna cum laude, and a Master of Business Administration degree from East Tennessee State University. He is also a CERTIFIED FINANCIAL PLANNER<sup>®</sup> professional, as designated by the Certified Financial Planner Board of Standards.
Derrick and his wife, Ashley, enjoy traveling and spending time outdoors.
Articles by Derrick Byrd, MBA, CFP®
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