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Derrick Banks Chandler
Portfolio Manager-Aktien bei Moisand Fitzgerald Tamayo LLC
Profil
Mr. Derrick B.
Chandler is a Senior Financial Advisor at Moisand Fitzgerald Tamayo LLC.
Mr. Chandler oversees the Financial Planning Department.
His clients are retirees, business owners, and young professionals who are building their financial portfolios and wish to secure their cash flow, minimize taxes, develop a financial plan/retirement model and have their investments professionally managed.
His expertise lies in the areas of designing complex financial plans and retirement models.
These scenarios include tax projections, portfolio performance, cash flow analysis, long term care needs analysis, and determining sustainable withdrawal rates for client portfolios.
He earned a Bachelor of Science degree in Finance from the University of Central Florida, where he also completed their rigorous Financial Planning Certificate Program.
Aktive Positionen von Derrick Banks Chandler
Unternehmen | Position | Beginn |
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Moisand Fitzgerald Tamayo LLC
![]() Moisand Fitzgerald Tamayo LLC Investment ManagersFinance Moisand Fitzgerald Tamayo LLC (MFT) is an independent, SEC-registered investment advisor headquartered in Orlando, Florida. The firm was founded by Daniel Moisand, Charles Fitzgerald and Ronald Tamayo in 1998 under a different name. MFT provides financial planning and wealth management to a select group of families around the US. | Portfolio Manager-Aktien | 01.01.2002 |
Ausbildung von Derrick Banks Chandler
University of Central Florida | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
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Börsennotierte Unternehmen
Private Unternehmen
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Unternehmensverbindungen
Private Unternehmen | 1 |
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Moisand Fitzgerald Tamayo LLC
![]() Moisand Fitzgerald Tamayo LLC Investment ManagersFinance Moisand Fitzgerald Tamayo LLC (MFT) is an independent, SEC-registered investment advisor headquartered in Orlando, Florida. The firm was founded by Daniel Moisand, Charles Fitzgerald and Ronald Tamayo in 1998 under a different name. MFT provides financial planning and wealth management to a select group of families around the US. | Finance |