As a Banker with J.P. Morgan Private Bank, Derick works closely with private business owners, C-suite executives, centers of influence, entrepreneurs and other successful wealth creators to guide them in transforming years of hard work into a sustainable legacy.
Derick draws from his background in small business advisory to bridge the gap between personal and professional goals, offering pre-transaction planning and credit opportunities as well as strategies for trust, estate and philanthropic giving. He serves as a powerful conduit to the global capabilities of J.P. Morgan, presenting customized recommendations for the challenges of complex balance sheets.
Derick has worked with many clients in the entertainment and sports communities, translating detailed financial concepts into meaningful information that facilitates sound decision-making. As a native of New Orleans, He taps his strong network to make introductions and connect people in complementary ways.
With more than a decade-long career at J.P. Morgan, Derick has literally worked his way from an entry-level role to leadership positions. His skill set spans banking, investments and business development, as exemplified by my role as the First Chase Private Client Banker in the New Orleans hub.