Derek DeLoreto, CFP^®

Private Wealth Financial Advisor, Managing Partner

As a Financial Advisor with over two decades of experience, I believe that developing a personal relationship with clients is paramount because having a thorough understanding of each person’s unique situation enables me to focus on making a significant difference in helping them pursue their financial goals. By combining this personal approach with knowledge and experience, I can create a customized investment strategy designed to meet each client’s needs. I specialize in identifying effective financial strategies for high-net-worth clients and businesses throughout the country.

As a Private Wealth Financial Advisor, I continue my long-standing practice of leveraging relationships with our money management and liability management professionals to help provide strategies as sophisticated as my clients’ needs. My goal is to help ensure my clients receive the advice and service they require across their full financial life. As a Wells Fargo Advisors Private Wealth Financial Advisor, I can provide access to Wells Fargo affiliate products and services, such as wealth planning, private banking, trust and fiduciary services, and insurance, as well as various customized and more traditional lending products.

In 2019, I earned the title of Private Wealth Financial Advisor at Wells Fargo Advisors, held by financial advisors serving high-net-worth individuals, families, foundations and institutions. In addition, I’ve been designated a Forbes Best-in-State Wealth Advisor from 2018 through 2026 and a Wells Fargo Advisors Platinum Council from 2011 to 2026.

I earned a Bachelor of Science degree in finance from Florida State University and hold a CERTIFIED FINANCIAL PLANNER^® certification.

I enjoy spending time with my family, playing golf, softball and skiing. My wife Nicole is a certified yoga instructor and studio owner in Neptune Beach. We are active in the Jacksonville community and the proud parents of two. I devote much of my free time to watching my son Dominic play baseball and football and cheering on the football team at FSU, my beloved alma mater, which my daughter Anabella currently attends.

California Insurance License: 0M14899 Resident State: FL

2026: The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by business production from the previous year and professionalism. 2011 to 2023: The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by one or more of the following: completion of educational components, business production from the previous year, and professionalism. Additional consideration may have included best practices and team structures.

Wealth & Investment Management (WIM) offers financial products and services through bank and brokerage affiliates of Wells Fargo & Company. Bank products and services are available through Wells Fargo Bank, N.A. Wells Fargo Trust is a part of WIM and offers services through Wells Fargo Bank, N.A. and Wells Fargo Delaware Trust Company, N.A.

Lending and other banking services available through Wells Fargo Advisors (NMLS ID 2234) are offered by banking and non-banking subsidiaries of Wells Fargo & Company, including, but not limited to Wells Fargo Bank, N.A. (NMLSR ID 399801) and Wells Fargo Home Mortgage, a division of Wells Fargo Bank, N.A. Certain restrictions apply. Programs, rates, terms, and conditions are subject to change without advance notice. Products are not available in all states. Wells Fargo Advisors is licensed by the Department of Business Oversight under the California Residential Mortgage Lending Act and the Arizona Department of Financial Institutions (NMLS ID 0906158). Wells Fargo Clearing Services, LLC, holds a residential mortgage broker license in Georgia and is licensed as a residential mortgage broker (license number MB2234) in Massachusetts.