derrick stevenson

staff manager financial advisor & registered representative

704-264-3321

Office Directions

derrick stevenson

staff manager financial advisor & registered representative

Financial representative phone numbers
Contact
Direct	704-264-3321
Office	800-866-2836 Ext. 30634
Fax	704-341-9612

Social

Address

The Western and Southern Life Insurance Company -CENTRAL CAROLINA, NC.
7400 CARMEL EXECUTIVE PARK DR STE 110
CHARLOTTE, NC 28226-6148
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Together We Can Help Build a More Financially Secure Future

My Mission

I believe in the value of life insurance and am committed to helping you protect your family's future.

My Background

I proudly served our nation in the armed forces for six years.

I am a 2005 graduate of Mars Hill College.

I am married and have two children, so I understand the need for income protection and planning.

I specialize in helping individuals like you with family income protection, mortgage protection, retirement planning, and transferring wealth to beneficiaries.

Learn More

Please contact me today to learn more about our products and services, request a quote, or schedule a financial needs analysis - all at no cost or obligation to you. I look forward to working with you.

Check the background of this financial professional on FINRA's Broker Check

Financial Solutions

Investment Advisory Services

Accidental Death Insurance

Annuities

529 College Savings Plan

Critical Illness Insurance

Disability Income Insurance

Group Health

Individual Retirement Accounts (IRAs)

Life Insurance

Long-Term Care Insurance

Medicare Supplement Insurance

Mutual Funds

Retirement Planning

Small Business Solutions

Supplemental Health

How Far Away Is Your Retirement Horizon?

I can help you develop or adjust your financial course to help attain your goals in retirement so you can have the freedom to live life on your terms. Together we can plan for the kind of retirement lifestyle you want to enjoy.

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Enjoy More Confidence About Your Financial Life

Regardless of your station in life, you can count on Western & Southern Life for financial solutions that make sense. Whether you are celebrating a new baby, career, home or retirement, I can help you plan for your specific financial needs.

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Let’s Simplify Planning for Your Future

A quick financial review can give you an insightful analysis of your current needs. I can provide a complimentary, customized report to figure out the course to help secure your family’s future.

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Refer a Friend

If you have experience with your own financial planning, then you know the value of working with a professional.

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Get a Quote

We offer a variety of financial solutions to help you meet your goals. Contact me to learn more about our products and receive a quote.

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IMPORTANT DISCLOSURES

Securities offered by Registered Representatives through W&S Brokerage Services, Inc. (W&SBS), member FINRA / SIPC. Advisory services offered by Financial Advisors through W&SBS, a registered investment adviser. All companies are members of Western & Southern Financial Group.

Not all Agents are registered to sell securities or offer advisory services. If you have a particular investment need and your Agent is not licensed/registered for the representation or sale of investment products or advisory services, please ask to speak to an Agent who is actively and appropriately registered with W&S Brokerage Services, Inc.

Some products issued by companies not affiliated with W&S Agency, Inc.

Western & Southern and its affiliates do not provide legal or tax advice. Always consult an attorney or tax advisor regarding your specific legal or tax situation.