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For me, retirement planning means more than providing my clients with investment advice. It means helping them maintain the financial independence they’ve worked their whole lives to achieve.
My consultative process begins with an in-depth discussion of your current finances and future objectives. We’ll address issues you might have overlooked and determine how we can help you adjust your investment strategy to accommodate changing conditions and meet any unforeseen expenses and income demands that may arise during retirement.
Associations
- Rotary Club of Columbus
Columbus, GA - First Baptist Church
Columbus, GA - Leadership Columbus Alumni
Columbus, GA - Clubview Elementary School
PTA President, 2006 - 2008
Columbus, GA
Services
- Asset Management
- Lending Services
- Philanthropic Services
- Estate Planning
- Private Banking
- Wealth Management
- Fixed Income
- Qualified Plans
- Retirement Planning
- Municipal Bonds
- Professional Portfolio Management
- Exchange Traded Funds
- Investment Policy Statements
- 401k Rollovers
Education and Licensing
- BBA - Accounting, 1990
Texas Tech University
Lubbock, TX - Guided Portfolio Manager Certified
- Smith Barney Advisor Certified
- Series 7 - General Securities Representative
- Series 31 - Managed Futures & Commodities
- Series 63 - Uniform State Exam
- Series 65 - Investment Advisory Agent
- Life, Health & Variable Annuity Insurance Licensed
- Long-Term Care Insurance Licensed
Honors and Recognition
- Competent Toastmaster - Toastmasters International
- Leadership Columbus Graduate
- Group Study Exchange (GSE)
Participant to Sweden
Rotary International - Royal Ambassadors - Director
First Baptist Church
Business Experience
- 1995
- Present: Morgan Stanley*
Financial Advisor
Columbus, GA - 1993
- 1995: Smith Barney
Financial Advisor
Dallas, TX - 1990
- 1993: Blue Cross Blue Shield
Reimbursement Auditor
Richardson, TX
Bulletin Board
As a business owner who is responsible for the Company's 401(k) plan, are you concerned about the 401(k) plan's performance and whether or not there is a better way? We work with business owners to help you make the right investment decisions for your plan.
Derek P. Scrivner is licensed in the following state(s):
AL, AZ, CA, CO, FL, GA, IN, MD, MN, MT, NC, OK, PA, SC, TX, VA, WV
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link: http://www.morganstanley.com/disclaimers/mssbemail.html. Any profiles and associated content are for U.S. residents only
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
The securities/instruments, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website do not necessarily reflect those of Morgan Stanley.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP, CERTIFIED FINANCIAL PLANNER and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Investment Management Consultants Association, Inc. owns the marks CIMA, Certified Investment Management Analyst (with graph element)®, and Certified Investment Management Analyst .
Awards Disclosures
