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Meet Our Family of Companies
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DERRICK STEVENSON
2021 military friendly top 10 employer

derrick stevenson, RICP

staff manager financial advisor & registered representative
704-264-3321
Office Directions
DERRICK STEVENSON
2021 military friendly top 10 employer
derrick stevenson, RICP
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
Address
The Western and Southern Life Insurance Company -CENTRAL CAROLINA, NC.
7400 CARMEL EXECUTIVE PARK DR STE 110
CHARLOTTE, NC 28226-6148
Directions

Let's Review Your Finances

Our convenient eSnapshot tool gives me a quick profile of your current financial situation. From there, we'll develop a plan to help you achieve your goals.
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I'm Hiring

I'm actively looking for highly-motivated individuals to join my team. Learn why you should consider Western & Southern Life and explore the possibilities of a career with us.
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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, planning for retirement, 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 Solutions¹

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
Win $529 toward a 529 education plan. Contact me today to learn how to be entered.

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.

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.

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. 
REFER

Request a Quote

A life insurance quote could be a good first step as we work together to identify financial solutions that can help you achieve your goals.
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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.

¹Western & Southern Agency, Inc. is a member of Western & Southern Financial Group (Western & Southern). Some products available are issued by third party insurance companies, which are not affiliated with any Western & Southern member company. Western & Southern Agency, Inc. is the distributor. A contract's financial guarantees are subject to the claims-paying ability of the issuing insurance company. In the State of California, Western & Southern Agency, Inc. is known as and does business as Western-Southern Insurance Agency.

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.