Shawn M. Derby,

With over twenty five years of experience in financial services, I am dedicated to helping individuals meet their financial needs by developing investments plans around their long-term goals and risk tolerance. My extensive experience, throughout major shifts in the markets, enables me to help my clients structure balanced portfolios to address their specific financial goals for years to come.

After graduating with a Bachelor of Science degree in Business Administration from Dickinson State University, I began my career in financial services in Dickinson, North Dakota. I then moved my practice to Wells Fargo Advisors in Brainerd, Minnesota where I served the Brainerd Lakes Area community for nearly two decades before deciding to relocate to sunny Naples, Florida.

I am committed to helping my community through the activities of The Elks Club, where I have been a member for the last twenty-one years.

My mission is to provide every client with targeted, comprehensive financial advice and portfolio management – delivered with the highest level of personal service and professional integrity. I have dedicated my career to delivering the personalized investment planning services my clients deserve. Such planning is not a single event - it is a process. As your life circumstances change, so must the investment strategies I use to stay on course toward meeting your objectives. That is why I work with you, one on one, to design a holistic plan specific to your needs and goals.