Derek Weatherford, CFP®
Managing Director
Address
Minneapolis - South Sixth Street
50 South Sixth Street
Minneapolis, MN 55402
Financial solutions for high net worth clients and Ultra-high net worth with investible assets of $1MM - $100MM+
About me
Derek oversees a team of professionals dedicated to providing high net worth individuals, families and organizations, including closely-held and family-owned businesses, endowments and foundations, with a full range of wealth services as part of an overall personal wealth management strategy. He joined the organization in 2018 and has over 18 years of experience in the financial services industry.
Derek earned his BA in Business and Organizational Behavior from Stanford University. He is a CERTIFIED FINANCIAL PLANNER™ professional. Derek holds Series 7 and 63 securities licenses, as well as Life Insurance.
He currently serves as the Vice President for the Stanford Club of Minnesota.
Derek resides in Plymouth with his wife and their two sons. He enjoys cooking, cabin life and family.
Derek earned his BA in Business and Organizational Behavior from Stanford University. He is a CERTIFIED FINANCIAL PLANNER™ professional. Derek holds Series 7 and 63 securities licenses, as well as Life Insurance.
He currently serves as the Vice President for the Stanford Club of Minnesota.
Derek resides in Plymouth with his wife and their two sons. He enjoys cooking, cabin life and family.
Services offered
- Wealth Planning
- Banking and Borrowing
- Trust and Estate
- Investment Management
- Retirement Planning
- Philanthropy
- Tax Planning
- Insurance & Risk Management
- Investment Advisory Services
- Family Office Services
- Capital Advisory Services
- Fiduciary Advisory Services
Meet your advisors
Fernando Cortez
Private Wealth Advisor
Call: 612-904-8317
Therese Pershall
Private Wealth Advisor
Call: 715-533-1797
Brianna Williamson
Private Wealth Advisor
Call: 612-904-8920
John Uecker
Private Wealth Advisor
Call: 612-904-8913
Have questions about working with a BMO Wealth Advisor?
